$125,000 AUM | $850,000 GDC in Lawrenceville, NJ

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Lawrenceville, NJ, US
Fee 0% Commission 100%
Gross Revenue
$850,000
# of Accounts
200
Avg Client Age
50
Overview

We run a comprehensive financial planning practice and are looking to expand and grow both organically and through acquisition. My business partner and I are both CFP's with 10+ years of experience. We are entirely service focused and looking to build long term relationships with our clients.

Extended Profile Information

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