$65MM AUM | $515,000 GDC in Clinton, NJ
Member is Interested In:
We are interested in acquiring practices with similar characteristics as us. State registered RIA 100% fee based. Financial planning and discretionary asset management are the principal focuses of the business. We use Pershing as our custodian, Junxure for CRM, Emoney and ExecPlan for financial planning, Orion for portfolio accounting, Advisor Workstation for research. Emphasis on mutual funds (open end and ETF) for portfolio management.