$100MM AUM | $915,000 GDC in Chester, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Chester, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$915,000.00
# of Accounts
400
Avg Client Age
55
Overview

Looking for an opportunity to purchase a practice or work with a advisor looking to exit the business within 5 years. We also have 2 offices available for rent.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...