$114MM AUM | $850,000 GDC in Englewood, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Englewood, NJ, US
Profile Type
Seller | Merge
Fee 0% Commission 100%
AUM
$114,000,000.00
Gross Revenue
$850,000.00
# of Accounts
30
Avg Client Age
55
Overview

We are looking to merge our business and potentially stay on. We manage several unique municipal bond strategies primarily for high net worth and family offices. We manage high quality short duration muni strategies as well well as distressed/opportunistic muni bond strategies. Our client base are sophisticated high net worth, family office type of investors. Average account size about 4+ million.

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