Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
West Deptford, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$165,000,000.00
Gross Revenue
$900,000.00
# of Accounts
250
Avg Client Age
60
Overview

We are a growing financial planning practice with experience in becoming the succession plan for three other retiring advisors. We have a growing advisory book that generates the majority of our revenue. We have the staff, resources and experience to help the right advisor transition their book. We’re hoping to find advisors that want to find a reputable and hardworking team to work with as they look forward to retirement.

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