$2MM AUM in Monroe, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Monroe , NJ, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
# of Accounts
10
Avg Client Age
40
Overview

I am the owner of a new startup RIA, seeking to acquire an existing RIA or join as a successor to eventually take over pursuant to 2 year to 10 year succession plan.

I have been client-service focused, practicing Trusts & Estates and Business Law Attorney for over 15 years and have begun to accumulate AUM.

Series 65, Health & Life Insurance Licenses completed.
CFP to be take in March 2017.
Existing Law licenses in NJ, NY, PA and DC.

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