$94MM AUM | $563,000 GDC in Somerville, NJ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Somerville, NJ, US
Fee 0% Commission 100%
Gross Revenue
$563,000.00
# of Accounts
570
Avg Client Age
64
Overview

We are already an RIA with membership in NAPFA as fee-only advisors. I am interested in considering a buy out of and/or merger with another business and also the possibility of doing a tuck in of smaller businesses from either the RIA side or a break away broker.

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