$23MM AUM | $220,000 GDC in Williamstown, NJ

Market
RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Williamstown, NJ, US
Profile Type
Buyer | Merge | Continuity
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$23,000,000.00
Gross Revenue
$220,000.00
# of Accounts
200
Avg Client Age
60
Overview

Are you an independent advisor in the South Jersey area looking to retire now, or within the next few years? If you're interested in either joining a unique and experienced advisory firm to sell your book of business over time... or would like to explore and immediate structured sale, I would be interested in having that conversation with you. I'm interested in any practice within about a two hour driving radius of Williamstown, NJ... including NJ, PA, DE. Also looking for advisors with established books that want to join an IRA that cares about clients and advisors. We offer a systematized way of managing your client relationships and investment portfolios.

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