$140MM AUM | $1.1MM GDC in Ridgewood, NJ

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Ridgewood, NJ, US
Fee 0% Commission 100%
Gross Revenue
$1,100,000
# of Accounts
600
Avg Client Age
55
Overview

We are a financial planning and investment management firm based in Ridgewood, NJ. We utilize Emoney for planning and to aggregate our clients finances to help advise on "the big picture". We are interested in creating relationships with local advisors nearing retirement who would like to ensure their clients will be well taken care of when they choose to retire.

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