$195MM AUM | $1.5MM GDC in Red Bank, NJ

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge | Successor
Location
Red Bank, NJ, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
575
Avg Client Age
60
Overview

I am interested in either acquiring an existing book of business or a financial service practice and team. For those considering retirement, I would be open to discussions on providing a transition opportunity for an advisor looking to retire and transition quickly or over a longer time frame. Advisors looking to affiliate with another firm or merge an advisor into my practice should contact me as well. I have 2 office locations, Red Bank and Toms River, NJ. Open minded to thoughtful discussions.

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