Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Rumson, NJ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$800,000.00
# of Accounts
200
Avg Client Age
50
Overview

We solve (financial) problems for wealthy individuals and families. Our RIA manages assets for a fee. We pick stocks and bonds. We have a CFA and a CFP on staff. We offer family office style services. We do insurance business when needed. We would like to grow our business, and have capacity. We would consider buying, merging, or hiring.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...