$40MM AUM | $350,000 GDC in Colts Neck, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Colts Neck , NJ, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
200
Avg Client Age
55
Overview

I am looking to grow my practice. My business is a mix of 401k and its education and advisory business. It represents 88% of my business. I am looking for like minded individuals that are looking to sell their practice. It may also be possible as a partner first that is looking to phase out of the business.

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