$102MM AUM | $650,000 GDC in Toms River, NJ

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge | Successor
Location
Toms River, NJ, US
Fee 0% Commission 100%
Gross Revenue
$650,000
# 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.

Extended Profile Information

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