$45MM AUM | $400,000 GDC in Wall, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Wall, NJ, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$400,000.00
# of Accounts
600
Avg Client Age
55
Overview

The majority of my practice is wealth management using managed accounts. I am looking to buy or merge a practice that is transitioning out of the business or looking for a younger partner to get their business to a higher level.

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