$12MM AUM | $175,000 GDC in Moorestown, NJ

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Successor
Location
Moorestown, NJ, US
Fee 0% Commission 100%
Gross Revenue
$175,000
# of Accounts
75
Avg Client Age
35
Overview

I am a CFP practicing fee based financial planning, my clientele is primarily medical professionals. I have been building my practice for 11years, 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.

Extended Profile Information

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