$145MM AUM | $2.4MM GDC in Parsippany, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Parsippany, NJ, US
Fee 0% Commission 100%
Gross Revenue
$2,400,000
# of Accounts
495
Avg Client Age
55
Overview

Financial planning and wealth management. I may look to acquire a small RIA business to add to my existing business if it fits well.

Extended Profile Information

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