$480MM AUM | $3.8MM GDC in Warren, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Warren, NJ, US
Fee 0% Commission 100%
Gross Revenue
$3,800,000
# of Accounts
1,728
Avg Client Age
60
Overview

Our team focuses on financial planning and investment management. Our business is 90% fee based. Our team consists of two senior advisors, two registered assistants, and another full time assistant. Ideally we would like to find an advisor who would like to transition into retirement over 1-2 years after joining our group.

Extended Profile Information

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