$45MM AUM | $250,000 GDC in Westmont, NJ

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Westmont, NJ, US
Fee 0% Commission 100%
Gross Revenue
$250,000
# of Accounts
75
Avg Client Age
50
Overview

Certified Financial Planner with loyal growing client base. Focuses include individual financial planning and wealth management along with corporate level 401(k) advisory. Looking at possible merger opportunities. Also interested in being a continuity or successor option for existing practices. I have previous experience in succession and book purchases.

Extended Profile Information

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