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Financial Advisor   

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

Member Level
Lite
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
Toms River, NJ, US
12 Month Gross Revenue
$650,000
Number 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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