$168MM AUM | $1.4MM GDC in West New York, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
West New York , NJ, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$168,000,000.00
Gross Revenue
$1,428,000.00
# of Accounts
863
Avg Client Age
50
Overview

My goal is to provide a transition plan for a practice looking to retire or grow.

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