Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Wyckoff, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,700,000.00
# of Accounts
2,000
Avg Client Age
50
Overview

Financial advisory practice started in 1984. Over the past 30 years we have successfully purchased 7 separate practices. We have the resources and infrastructure that allow us to offer seamless transitions and white glove service to existing clients.

We are seeking financial advisors who are looking for an exit strategy or trying to slowly step back from their day to day businesses.

We have 6 associates located in Wyckoff NJ and 3 total offices which include Wyckoff, Westfield and Edison.

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