$30MM AUM | $450,000 GDC in Moorestown, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Moorestown, NJ, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$450,000.00
# of Accounts
120
Avg Client Age
40
Overview

I am a CFP practicing fee based financial planning, my clientele is primarily medical professionals. I have been building my practice for 14years, currently a RIA firm with revenue from AUM, planning fees and insurance commissions. I am interested in acquisition and stepping in for transition of senior advisors business.

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