Market
Advisor/RIA
Member Level
Chalice
Last Activity
this month
General
Location
Mt Laurel, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$425,000.00
# of Accounts
50
Avg Client Age
60
Overview

I am part of a silo ensemble of 4 advisors with about 150m under management. We are looking to add a few more advisors to our office. We each have our own books and partner up as needed. We are also looking to take over retiring advisors books as part of a transition plan.

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