$2MM AUM | $50,000 GDC in Shrewsbury, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
521 days old
General
Location
Shrewsbury, NJ, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$50,000.00
# of Accounts
25
Avg Client Age
60
Overview

I am a sole practitioner who was initially focused on the insurance side. I have started with managed money last year with an emphasis on risk management. I specialize in the retirement market. I am interested in either merging with a similar business or taking over/purchasing an established business from someone who is looking to retire.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...