Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Florham Park, NJ, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$380,000.00
# of Accounts
400
Avg Client Age
55
Overview

Growing hybrid wealth management firm that provides retirement income planning to individual clients and retirement plan solutions to corporate clients is seeking to buy and/or merge with another practice. The goal is to buy a retiring advisors fee based book of business in the next couple of years as a succession plan strategy. Also, looking possibly to join a growing RIA practice as a principal.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...