$65MM AUM | $600,000 GDC in Montclair, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Montclair, NJ, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$600,000.00
# of Accounts
200
Avg Client Age
65
Overview

find a compatible partner to buy/sell/merge with.
working on succession plan. practice has been evaluated
by FP transitions

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