Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
669 days old
General
Location
Woodcliff Lake, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$600.00
# of Accounts
500
Avg Client Age
50
Overview

Advisor Listing - $100MM AUM Merge Opportunity in Woodcliff Lake, NJ
Broker of record on over 400 401K plans

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 Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...