$50MM AUM | $250,000 GDC in Springfield, NJ

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Springfield, NJ, US
Fee 0% Commission 100%
$250,000
Gross Revenue
140
# of Accounts
62
Avg Client Age
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.

Extended Profile Information

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