Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
551 days old
General
Location
Red Bank, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$2,200,000.00
# of Accounts
300
Avg Client Age
60
Overview

We run a Forbes Ranked Financial Planning business in Red Bank. We currently manage over $300mil, and are looking to purchase a business. We have financing backed by a Fortune 200 Firm, and have done successful deals in the past. Also, looking for like minded advisors to add to the team.

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