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Financial Advisor   

$45MM AUM | $500,000 GDC in Morristown, NJ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Morristown, NJ, US
12 Month Gross Revenue
$500,000
Number of Accounts
1
Avg Client Age
51

Overview

Although we do have accounts with 3rd party managers--we now are managing most new client's money through our RIA platform. We are very hands on with our clients and looking to expand to other parts of the country as well.

 
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