$52MM AUM | $650,000 GDC in Moorestown, NJ

Market
RIA
Member Level
Chalice
Last Activity
this month
Profile Age
161 days old
General
Location
Moorestown, NJ, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$52,000,000.00
Gross Revenue
$650,000.00
# of Accounts
338
Avg Client Age
58
Overview

We are a 2 CFP® Advisory firm that opened a tax and financial practice in 2004. We went 100% fee based as an independent RIA in 2016. We are looking to grow our Financial Planning practice through our current clients as well as acquisition of other practices.

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