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Financial Advisor   

$175MM AUM | $2.1MM GDC in Medford, NJ

Member Level
Lite
Last Activity
this month

Business Mix:

25% Comm
75% Fee

General

Location
Medford, NJ, US
12 Month Gross Revenue
$2,100,000
Number of Accounts
900
Avg Client Age
60

Overview

We are an active, rapidly growing independent RIA, our aum held at TD Ameritrade.
We manage our own proprietary WIM portfolios in house.
We are a marketing machine, generating our own appointments leading to double digit new client growth.
We would like to acquire quality practices with nice clients. We are looking for an advisor to join our team.
Our client service is exceptional, turnkey, and has internal processes so
nothing slips through the cracks.
Very interested in learning more about your practice.

 
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