$95MM AUM | $620,000 GDC in Princeton, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Princeton, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$95,000,000.00
Gross Revenue
$620,000.00
# of Accounts
275
Avg Client Age
55
Overview

Rapidly growing independent wealth advisor led by two long-time CFA's. We provide financial advisory and investment management services to individuals, families, trusts, and businesses with $400,000 or more in investable assets. We have offices in New Jersey, and Arizona. We currently serve over 275 accounts across the United States and manage $95 million in assets, including hospitals, local government and small business retirement plans.

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