$185MM AUM | $2.2MM GDC in Edison, NJ

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Edison, NJ, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
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With a strong core of expertise across investing and planning, we have developed a platform positioned to grow quickly through both additions of advisors as well as potential merge opportunities.

What we offer:
· A young (mid-40s) partnership group with past entrepreneurial successes

· An independent, non-conflicted platform with a dedicated investment management team

· Holistic approach to planning resulting in working with many COI’s while providing planning to both small businesses and high-net worth individuals

· Experience in on-boarding advisors from wirehouses as well as succession planning for older advisors

· Team oriented approach results in a strong partnership atmosphere and the ability to receive and take part in leads from lead generation initiatives

Ultimately, we are looking to make a meaningful, positive impact for our client base while taking part in a positive, enjoyable and cohesive work atmosphere.

Please review our client approach on our website ___

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