$500MM AUM | $4.1MM GDC in Bayonne, NJ

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Bayonne, NJ, US
Fee 0% Commission 100%
$4,089,356
Gross Revenue
1,826
# of Accounts
52
Avg Client Age
Overview

We are a financial planning firm looking to acquire practices. We have a proven track record of purchasing practices with a very high client retention rate. We also offer the opportunity to work with our OSJ to assist in a smooth transition of clients to our firm or act as a successor through our Legacy Program. Visit ___ or ___ for additional information

Extended Profile Information

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