$25MM AUM | $250,000 GDC in Cherry Hill, NJ

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Successor
Location
Cherry Hill, NJ, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
125
Avg Client Age
55
Overview

Financial Planning, investment advisory and insurance business. OSJ office looking to add new advisors locally and to open additional offices to expand footprint. Also looking for local advisors who are seeking to transition out of the business and sell his/her book of business.

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