$800MM AUM | $8MM GDC in Ramsey, NJ

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Continuity
Location
Ramsey, NJ, US
Fee 0% Commission 100%
Gross Revenue
$8,000,000.00
# of Accounts
650
Avg Client Age
50
Overview

We are growing. Fully integrated RIA & accounting practice.

We deploy a team approach to comprehensive planning services for our individual and business clients in nearly 40 states.

We are interested in conversations with intelligent, open minded advisors.

We will only pursue deals with firms that will enhance our company culture of integrity, respect and camaraderie.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...