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
Last Activity
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...