$200MM AUM | $2MM GDC in Ramsey, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Ramsey , NJ, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
350
Avg Client Age
50
Overview

We have been in business for 35 years. We are a Federally registered RIA. My son, who is my partner, and I are looking to expand the firm by acquiring other RIAs that are looking for a Succession Plan. In addition to money management our firm has expertise in Estate Planning, Qualified and Non Qualified Retirement Plans, and Financial Planning. Your clients will benefit from our expertise.

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