$300MM AUM | $2.7MM GDC in Ewing, NJ

Market
Advisor/RIA
Member Level
Lite
Last Activity
this month
General
Compatibility
Location
Ewing, NJ, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$2,700,000.00
# of Accounts
675
Avg Client Age
57
Overview

Hybrid RIA firm looking for potential purchase or merger candidates. 98% RIA, 2% BD. Team based environment with internal portfolio management. Service oriented with a "client comes first" mindset.

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