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Financial Advisor   

$250MM AUM | $1.5MM GDC in Princeton, NJ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Princeton, NJ, US
12 Month Gross Revenue
$1,500,000
Number of Accounts
250
Avg Client Age
45

Overview

We are an RIA affiliated with a top regional accounting firm interested in doing a tuck in of a smaller RIA or break away broker.

 
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Finance
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