Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Wall, NJ, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$400,000,000.00
Gross Revenue
$6,000,000.00
# of Accounts
4,000
Avg Client Age
50
Overview

We are a purpose driven, diversified financial services organization providing financial advice in Wealth and Risk Management and Employee Benefits... The firm is looking to add qualified advisors and practices through purchase, merger or via a succession plan...
We are both fee and commission based and offer fee based financial planning - utilizing a holistic approach...

Our mission is to help people build secure futures...

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