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

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

Extended Profile Information

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