Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
737 days old
General
Location
Summit, NJ, US
Profile Type
Merge | Find Successor
Fee 0% Commission 100%
AUM
$375,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
300
Avg Client Age
55
Overview

I have a $375mm RIA business focusing on traditional asset management in addition to owning a growing broker/dealer business. Our firm is looking to hire a portfolio and relationship manager for approximately $100mm in domestic equity accounts including SMA's and co-mingled vehicles. Ideally, the firm/hire will bring assets of his or her own and we can use this succession opportunity to build the whole business together.

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