$3.5MM AUM | $3.5MM GDC in Matawan, NJ

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Matawan, NJ, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$3,500,000.00
Avg Client Age
55
Overview

We are motivated partners looking to grow our practice via mergers and purchases. We are an RIA, have very clean U-4's, very high retention and client satisfaction and a lot of experience with acquiring/merging practices. We are open to the idea changing firms for the right practice and situation.

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