Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Springfield, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$250,000.00
# of Accounts
140
Avg Client Age
62
Overview

Full service wealth management firm looking to purchase a practice with similar client demographic and investment philosophies. Willing to Merge and keep adviser and staff ( if determined to be necessary)
Also willing to bring advisers on-board with their book of business and work out an arrangement.
Firm is made up of CFP,CRPC,CPA and estate attorney professionals.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...