Market
RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
114 days old
General
Location
Metuchen, NJ, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$140,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
450
Avg Client Age
60
Overview

We are a New Jersey based firm who is looking to grow assets under management. Ideally we seek either tuck in acquisitions or an earn out situation, but could structure anything that would produce mutual benefit.

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