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Financial Advisor   

$40MM AUM | $300,000 GDC in Long Valley, NJ

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Long Valley, NJ, US
12 Month Gross Revenue
$300,000
Number of Accounts
120
Avg Client Age
60

Overview

Looking to grow through acquisition of a practice(s). My partner & I are mid 30's and accomplished and would like to provide an outlet for advisors with smaller practices to transition out over a couple years.

 
Extended Profile Information

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