Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Bayonne, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$14,089,356.00
# of Accounts
7,200
Avg Client Age
52
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

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...