$14MM AUM | $30,000 GDC in Lawrenceville, NJ

Market
Advisor/RIA
Member Level
Lite
Last Activity
this month
General
Location
Lawrenceville, NJ, US
Listing Type
Merge | Join A Practice
Fee 0% Commission 100%
AUM
$14,000,000.00
Gross Revenue
$30,000.00
# of Accounts
25
Avg Client Age
55
Overview

Investment advisor, and we currently manage a suite of 5 strategies - 3 are managed against traditional benchmarks and 2 are absolute return strategies. We are looking to partner with or merge with an existing RIA who realizes that client needs can best be met by offering high quality investment vehicles and keeping fees low.

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