$10MM AUM | $100,000 GDC in Parsippany, NJ

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Parsippany, NJ, US
Fee 0% Commission 100%
Gross Revenue
$100,000
# of Accounts
36
Avg Client Age
55
Overview

Experienced Wealth Manager (20 years with many credentials) that has recently started building own practice and is looking to purchase or join existing practice with potential for future buyout/succession of that practice. Very flexible with terms.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...