Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Princeton, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$1.00
# of Accounts
250
Avg Client Age
62
Overview

We are a 500mm AUM boutique firm in Princeton that has grown from 100mm AUM in early 2016. Former institutional money managers with custom in house strategies. We have added advisors and support staff over the two years and have long term contingency in place within a partnership. We have heavily invested in technology and our platform and are excitedly looking to add the right advisor or team. We service high net worth and ultra-high net worth client types. The right fit would be:

-Portfolio manager type with an existing client base to help run a different portfolio strategy.
-A CFP that could help build and lead our planning platform.
-A solo advisor looking to monetize their practice or create a succession plan

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