$136MM AUM | $800,000 GDC in Livingston, NJ

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Successor
Location
Livingston, NJ, US
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
300
Avg Client Age
67
Overview

I would like to acquire an existing practice and integrate it into our high service, high touch business. We offer a good deal of capabilities which include: Emoney, Albridge Reporting, and other tools. We are honored to service our clients over these many years and feel we can bring those very same capabilities to a new practice which we acquire. We would treat the existing advisor with respect and ask that they stay on for a period to time to maximize the transition of clients and to ease their transition as well.

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