$10MM AUM | $10MM GDC in Edison, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
401 days old
General
Compatibility
Location
Edison, NJ, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$10,000,000.00
# of Accounts
300
Avg Client Age
45
Overview

My practice revolves around being a full service financial advisor with everything from wealth and risk management to employee benefits to financial planning. I specialize in the employee benefits and insurance space with a passion for managed money. I am someone who treats every client like they are my only one which is why my referrals expand so far and wide. Expect me to do the same with your clientele.

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