$250 AUM | $770 GDC in Parsippany, NJ

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Parsippany, NJ, US
Fee 0% Commission 100%
$770
Gross Revenue
300
# of Accounts
70
Avg Client Age
Overview

My business partner and I manage 250 million in assets. We just moved in September of 2016 from Stifel to RBC Wealth Management. Our practice is both managed money (Wrap fee business) as well as transactional business, mainly ___ Income (municipal Bonds Preferred Stock, Corporate Bonds )

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