$47MM AUM | $325,000 GDC in Woodcliff Lake, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Woodcliff Lake, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$47,000,000.00
Gross Revenue
$325,000.00
# of Accounts
117
Avg Client Age
56
Overview

We are a fee only RIA firm focused on providing financial guidance to individuals and families. We provide financially planning and invest primarily using Dimensional Fund Advisors (DFA) funds. We are using this site to primarily explore for a fee-only firm to buy or possibility merge with in the NY tri-state area. We are located in northern Bergen County NJ.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...