$20MM AUM | $150,000 GDC in Lincroft, NJ

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Continuity
Location
Lincroft, NJ, US
Fee 0% Commission 100%
$150,000
Gross Revenue
200
# of Accounts
50
Avg Client Age
Overview

My objective is to purchase a book of business to provide excellent support and communication to just as they would expect from their current advisor. Hopefully, the current advisor and myself can make a successful arrangement for a successful transition.

Extended Profile Information

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