$45MM AUM | $650,000 GDC in East Brunswick, NJ

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Merge | Succession
Location
East Brunswick, NJ, US
Fee 0% Commission 100%
$650,000
Gross Revenue
120
# of Accounts
56
Avg Client Age
Overview

Financial/Retirement/Estate Planning for physicians, business owners, closely held corporations(employee benefits) & high net worth families.
Offering various investments, Life/Disability/LTC/REITS/BDC etc. products, as per the client's suitability. Also specialized in 401-k, Profit sharing DB plan designs, implimentations & administration. Hope to find well qualified successor, who can bring new business, as well as eventually take over my practice.

Has Office Space to Share in East Brunswick, NJ

We have an office space available for one advisor.

Contact to discuss details
 
Extended Profile Information

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