$700,000 AUM | $10,000 GDC in Parsippany, NJ

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Parsippany, NJ, US
Fee 0% Commission 100%
Gross Revenue
$10,000.00
# of Accounts
6
Avg Client Age
50
Overview

Younger practice looking to expand and grow exponentially. I would consider purchase of existing book with clients average age less than 65. Also, interested in merging practices with like minded advisor who will stay in the business for at least the next 5 years.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...