$375MM AUM | $2.1MM GDC in Morristown, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
Listing Age
173 days old
General
Compatibility
Location
Morristown, NJ, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$2,100,000.00
# of Accounts
300
Avg Client Age
65
Overview

Just seeing whats out there. Ideally long term as industry gets tighter, would like to merge with CPA firm and start RIA. Also willing to sunset any advisors with similar clients through my current firm.

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