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Financial Advisor

$134MM AUM | $950,000 GDC in Bedminster, NJ

Member Level
Premier
Last Activity
within 3 months

Business Mix:

40% Comm
60% Fee

General

Location
Bedminster, NJ, US
12 Month Gross Revenue
$950,000
Number of Accounts
300
Avg Client Age
50

Overview

Would like to merge or purchase, also try to hire a junior to build succession plan

 
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