Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Metuchen, NJ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
250
Avg Client Age
60
Overview

Exploring some business opportunities. Interested in helping advisors looking to retire/sell/slowdown and ease into retirement knowing their clients are taken care of in the future. Please contact if you have any questions (___-___-____ ask for Dave.

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