$3,600MM AUM | $34MM GDC in Fairfield, NJ

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Fairfield, NJ, US
Fee 0% Commission 100%
Gross Revenue
$34,000,000
# of Accounts
4,000
Avg Client Age
50
Overview

As a boutique advisory firm with a 30 year history of success, transparency & growth
and over $3.5B under management - Bleakley Financial offers a robust, advisor-centric platform structured to drive growth, efficiency and profitability across your business.

We are actively seeking like-minded advisors & teams interested in breaking away as well as advisors seeking stability and profitability in succession planning. ___

What we offer:
Autonomy in how you operate your business
RIA only or Hybrid structure available
Multiple Custodian Options
Open architecture investment platform
Leverage firm resources so you can focus on growing your practice
Financial Planning & Investment Management infrastructure
Back office operations
Technology solutions
Compliance & Supervision
Highly competitive compensation model and expense structure
First hand experience successfully completing a major transition to independence

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