$25MM AUM | $200,000 GDC in Ocean, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Ocean, NJ, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$200,000.00
# of Accounts
100
Avg Client Age
55
Overview

We offer comprehensive tax and financial planning to our business and individual clients.

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