Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Princeton, NJ, US
Profile Type
Find Successor | Continuity
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$840,000.00
# of Accounts
240
Avg Client Age
56
Overview

NJ independent RIA with CPA, CFP designations is interested in talking to an experienced fee-only adviser with a book of business (aum between $5 mil to $25 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.

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