$90MM AUM | $300,000 GDC in Livington, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Livington, NJ, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$300,000.00
# of Accounts
300
Avg Client Age
50
Overview

I am a CFP and an OSJ with LPL. We are a full-service financial planning firm. Our fee based management uses a large percentage of DFA funds. Looking for another DFA advisor who is retiring in the next 5 years. Will look at other opportunities, however, I believe the DFA connection would be a positive when it comes to maintaining clients after a purchase.

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