$260MM AUM | $2.6MM GDC in Roseland, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Roseland, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$260,000,000.00
Gross Revenue
$2,571,000.00
# of Accounts
800
Avg Client Age
60
Overview

Access Wealth Planning (AWP) is an independent Wealth Management firm that practices a comprehensive approach to wealth management, financial planning and investment strategies. We have been advising clients for more then 30 years and our planners are highly credentialed; Certified Financial Planners (CFP), Certified Public Accountants (CPA), Personal Financial Specialist (PFS) and Chartered Financial Consultants (ChFC).

AWP is looking to acquire a practice with a similar philosophy.

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