$12MM AUM | $100,000 GDC in Whippany, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Whippany, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$100,000.00
# of Accounts
314
Avg Client Age
55
Overview

General financial planning, investments and insurance. Looking to buy small practices or for firms to merge into our company to help create continuity.

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