Market
RIA
Member Level
Basic
Last Activity
this month
Profile Age
307 days old
General
Location
Princeton, NJ, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$170,000,000.00
# of Accounts
185
Avg Client Age
65
Overview

We are looking to merge or acquire RIAs with the view towards being the succession solution. With extensive experience managing assets for large institutions we are bringing that experience and expertise to individuals and families. We manage client portfolios of stocks, bonds and selective ETFs.

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