$1.1MM AUM | $6.5MM GDC in Teaneck, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Teaneck, NJ, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$1,100,000.00
Gross Revenue
$6,500,000.00
# of Accounts
3,000
Avg Client Age
60
Overview

RMR offers comprehensive Financial Planning, Estate and Retirement Planning, Portfolio Management and Review, Retirement Plan Consulting, and Tax and Estate Planning. These various planning and management specialties are designed to help you build, manage, preserve and transfer your wealth. We also provide special services for College Planning, and perform Insurance Analysis and Aggregated Account Reporting.

Our goal on this site is to present practices looking to sell their book an opportunity to build upon a lifetime of work and trusting client relationships with a plan of succession.

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