$450MM AUM | $4MM GDC in Lebanon, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Lebanon, NJ, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$4,000,000.00
# of Accounts
600
Avg Client Age
61
Overview

Looking to merge with like minded professionals to scale a larger platform with $1 billion in AUM.
Future succession plan would enable all advisors to easily exit their book. We bring to the table 100 years of combined experience and a successful proprietary investment platform of individual equity sleeves with the ability to employ option strategies to hedge. Limited product involvement. Just straight forward unbiased investment advice built on reliable technical and fundamental analysis.

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