$31MM AUM | $315,000 GDC in Bridgewater, NJ

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Merge | Continuity
Location
Bridgewater, NJ, US
Fee 0% Commission 100%
$315,000
Gross Revenue
150
# of Accounts
60
Avg Client Age
Overview

Loosely considering the idea of merging with another like minded firm to improve profitability, marketing strength, depth of organization, and succession planning.

Extended Profile Information

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