$22MM AUM in Monroe, NJ

Market
RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Monroe, NJ, US
Profile Type
Buyer | Merge | Join A Practice
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$22,000,000.00
# of Accounts
50
Avg Client Age
55
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 3 year succession plan.

I have been client-service focused, practicing Trusts & Estates and Business Law Attorney for over 18 years and own my RIA.

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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