$150MM AUM | $400,000 GDC in Woodbridge, NJ

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Woodbridge, NJ, US
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
500
Avg Client Age
50
Overview

We are a group of Three producers age 30 - 64

We would like to acquire a practice that has AUM we would like to increase our fee based business.

One of our partners has 400,000,000 million under management which I did not include above.

If the selling firm uses third party managers such as AssetMark,SEI,G,W,K all the better it makes a easier transition.
Will consider any size up to 100 million AUM.

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