Market
RIA
Member Level
Basic
Last Activity
this week
Profile Age
400 days old
General
Location
Verona, NJ, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$500,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
6,000
Avg Client Age
45
Overview

I’m the founder and managing partner of a firm within a big company. We currently have 19 advisors with different specialties. We are looking to expand our practice and possibly add the right outside advisors to merge with us. Also interested in merging with advisors looking to set up sunset contracts. The AUM and revenue in the profile is just my portion of the practice.

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