Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
604 days old
General
Location
Verona, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$400,000.00
# of Accounts
300
Avg Client Age
55
Overview

We are branch office of a larger regional firm That is very friendly for certified financial planners who want autonomy but key support in certain areas. Growing rapidly and happy to take on smaller firms that want to be part of a larger network. Excellent for offices in the $25-200m range.

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