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

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Morristown, NJ, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# 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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