Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Mantua, NJ, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$285,000.00
# of Accounts
400
Avg Client Age
60
Overview

I am a one person shop with an administrative assistant. I am the owner of my building along with my partners who operate independently their own practice, attorney & tax accounting. My approach to planning is a holistic approach that encompasses a comprehensive assessment of clients financial goals and objectives.

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