$330MM AUM | $2.8MM GDC in Short Hills, NJ

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Short Hills, NJ, US
Fee 0% Commission 100%
$2,800,000
Gross Revenue
870
# of Accounts
64
Avg Client Age
Overview

We are a fee only money management firm with an income focus utilizing individual dividend paying stocks (both U.S. and international ADR) and bonds (primarily high yield with an unconstrained approach) with GIPS compliant strategies. We are looking to purchase like minded firms in the tri-state area. We currently have three offices in New Bern, NC, Raleigh, NC and New Jersey and I reside in New Jersey outside New York City.

Extended Profile Information

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