$720MM AUM | $5MM GDC in Parsippany, NJ

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Parsippany, NJ, US
Fee 0% Commission 100%
Gross Revenue
$5,000,000
# of Accounts
3,700
Avg Client Age
60
Overview

Specialize working with CPAs in providing financial services to their clients. Managed assets, qualified plans, alternative investments, insurance, financial planning. Looking to acquire and/or merge others into our network in NJ/NY.

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