$34MM AUM | $340,000 GDC in Succasunna, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
341 days old
General
Listing Type
Buyer
Location
Succasunna, NJ, US
Fee 0% Commission 100%
Gross Revenue
$340,000.00
# of Accounts
225
Avg Client Age
41
Overview

acquire holistic fee-based practice that focuses on portfolio management and financial planning

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