Overview

NJ independent solo RIA with CPA, CFP designations is interested in talking to an experienced fee-only adviser with a book of business (aum between $25 mil to $50 mil) to merge with us as a step toward eventual buy-out within three to five years. Currently we manage client portfolios using a combination of ETFs, stocks and options.

Market
RIA
Member Level
Basic
Last Activity
this month

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