Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Plainfield, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$825,000.00
# of Accounts
165
Avg Client Age
60
Overview

RIA Only business model. Seek to grow AUM by acquisition, merger. Looking for cultural fit with planning focus and larger average account size. Poised to leverage high-quality service model to rapidly grow.

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