Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Toms River, NJ, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$102,000,000.00
Gross Revenue
$650,000.00
# of Accounts
230
Avg Client Age
55
Overview

A full service Wealth Management firm located in Toms River, NJ. We are looking for opportunities to grow through practice acquisition, or by merger with another successful practice that may be looking to sell down the road, or lighten workload heading into retirement.

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