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Financial Advisor   

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

Member Level
Basic
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Bridgewater, NJ, US
12 Month Gross Revenue
$315,000
Number of Accounts
150
Avg Client Age
60

Overview

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

 
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