$480MM AUM | $2.5MM GDC in Fairfield, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Fairfield, NJ, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,500,000.00
# of Accounts
800
Avg Client Age
60
Overview

Very experienced firm specializing in financial planning and portfolio management looking to purchase book of business as part of growth strategy. Advisor in practice dedicated to assuming new client relationships with long term outlook.

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