Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Northfield, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$94,000,000.00
Gross Revenue
$400,000.00
# of Accounts
137
Avg Client Age
60
Overview

An independent hybrid firm with approximately 55.00% fee base and 45.00% legacy C share and annuity business. Currently $94 million in AUM and growing by approximately $10 million annually via new client acquisition. Would be interested in having conversations with both independent and wirehouse advisors either considering merger or succession.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...