$11MM AUM | $120,000 GDC in Somerville, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Somerville, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$11,000,000.00
Gross Revenue
$120,000.00
# of Accounts
500
Avg Client Age
40
Overview

We are a growing practice with 4 advisors with a good diversity in age to ensure continuation of the firm. We are looking to acquire book of business

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...