$14MM AUM | $175,000 GDC in West Creek, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
West Creek, NJ, US
Fee 0% Commission 100%
Gross Revenue
$175,000
# of Accounts
125
Avg Client Age
62
Overview

I focus, primarily, on managed money and financial planning. I've recently begun to focus on insurance and overall estate planning as well. I'm interested in acquiring outside practices to fuel the growth of my practice.

Extended Profile Information

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