Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks
Profile Age
271 days old
General
Location
Mount Laurel Township, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$220,000.00
Gross Revenue
$1,425,000.00
# of Accounts
750
Avg Client Age
55
Overview

Advisor Listing - Hello, my name is Brian Altmann. I am one of two partners/owners who believe every client relationship should be based on comprehensive financial planning. My partner and I are expected to do roughly 1.4 million in revenue in the next 12 months. We currently have 220 million AUM with 95% recurring revenue. We are highly motivated and are interested in your practice and would love to learn more about it.

Please contact me at your earliest convenience.

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