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Financial Advisor   

$48MM AUM | $315,000 GDC in Wall, NJ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Wall, NJ, US
12 Month Gross Revenue
$315,000
Number of Accounts
225
Avg Client Age
59

Overview

$50M AUM practice with 20% 401k plans and 80% individuals/households. Majority of book is fee based and all new households added are fee based. Utilize tactical portfolios and MGP planning tools.
Looking to identify new households in the NJ area.

 
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