$35MM AUM | $200,000 GDC in Haddononfield, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Haddononfield, NJ, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$200,000.00
# of Accounts
250
Avg Client Age
50
Overview

I own a boutique financial advisory firm just outside of Philadelphia, affiliating with LPL Financial. I am a hybrid IAR, which enables me to work with clients in a fee-based, commissioned based and/or hourly arrangement. I pride myself in a high level of communication to my clients, during all market cycles. I use a variety of mutual funds, ETF's, individual stocks, CD's & individual bonds to achieve the client goals.

My goal on Succession Link is to grow my firm with advisors who are looking for a succession plan and/or would rather be in a group environment. I currently have 3 private offices available.

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