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

Market
Advisor
Member Level
Lite
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Medford, NJ, US
Fee 0% Commission 100%
$2,100,000
Gross Revenue
900
# of Accounts
60
Avg Client Age
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.

Extended Profile Information

Loading...