$5MM AUM | $30,000 GDC in Haddonfield, NJ

Market
RIA
Member Level
Basic
Last Activity
today
Listing Age
41 days old
General
Location
Haddonfield, NJ, US
Listing Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$5.00
Gross Revenue
$30,000.00
# of Accounts
3
Avg Client Age
46
Overview

LHT Consultants is an RIA offering traditional investment advice as well as consulting and exit planning strategies for independent business owners. LHT helps with retirement plans, succession and governance and asset allocation. We believe in combining traditional investment advice with exceptional customer service

It is LHT's goal to find other RIAs who are looking to take a step back from the day to day operations of managing accounts and believe this could be achieved via a revenue sharing agreement or purchase.

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