$800MM AUM | $4MM GDC in Summit, NJ

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Summit, NJ, US
Fee 0% Commission 100%
Gross Revenue
$4,000,000.00
# of Accounts
1,200
Avg Client Age
55
Overview

We are a registered BD with a wholly owned fee-based RIA subsidiary. I am looking to grow our wealth management platform aggressively and looking to use the site to identify and contact potential targets in the local market.

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