Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Springfield Township, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$275,000,000.00
Gross Revenue
$1,800,000.00
# of Accounts
500
Avg Client Age
55
Overview

Grow through acquisition or organically. We are a 16 year old firm - long term investment focus with individual stock and ETF/funds strategies managed in house. Looking to buy/merge not sell. We are growth minded, service oriented, great culture and highly profitable. The principal owner is a CFA and Harvard grad. We own our own building with room to add additional professionals and smaller firms. Call me at ___-___-____x1 or email ___ to explore options.

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