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

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Morristown, NJ, US
Fee 0% Commission 100%
$500,000
Gross Revenue
1
# of Accounts
51
Avg Client Age
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.

Extended Profile Information

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