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

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
261 days old
General
Compatibility
Location
Morristown, NJ, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$375,000,000.00
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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