$100MM AUM | $800,000 GDC in Lebanon, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
409 days old
General
Compatibility
Location
Lebanon, NJ, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
250
Avg Client Age
60
Overview

Hybrid RIA looking to acquire a predominantly fee-based practice in the Hunterdon/Somerset County area.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...