$22MM AUM | $225,000 GDC in Cherry Hill, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Cherry Hill, NJ, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$22,000,000.00
Gross Revenue
$225,000.00
# of Accounts
125
Avg Client Age
55
Overview

90% fee based and 10% commission. Growing practice considerably over last 2 years. Based in Cherry Hill, NJ loyal client base.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...