$175MM AUM | $2MM GDC in Basking Ridge, NJ

Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks
Profile Age
347 days old
General
Location
Basking Ridge, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$175,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
450
Avg Client Age
58
Overview

Independent, family-owned organization. We focus on giving our clients the best financial guidance and the best service possible at all times.

We bring together the resources of seasoned professionals and staff in a coordinated effort focused on achieving our clients goals.

We are interested in acquiring like minded practices whose clients are accustom to our approach. Transparent, level fee based, advisory firm ideally using Fidelity as its custodian.

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