Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Chester, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$900,000,000.00
Gross Revenue
$5,000,000.00
# of Accounts
1,700
Avg Client Age
58
Overview

We are an RIA firm that provides comprehensive financial planning to high net worth clients.

We would be interested in talking to people either looking to retire and have someone take over their business or talk to like minded firms looking to merge.

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