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Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Somerville, NJ, US
12 Month Gross Revenue
$563,000
Number 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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