$150MM AUM | $1.2MM GDC in Fairfield, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Fairfield, NJ, US
Listing Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
1,200
Avg Client Age
55
Overview

Independent CFP located in Fairfield, NJ looking to expand and/or merge into Bergen County area. Open to succession planning. Only interested in discussions with like-minded successful CFP fee-based practices that are an Independent RIA and/or affiliated with Independent BD relationships.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...