$100MM AUM | $650,000 GDC in Red Bank, NJ

Market
Advisor
Member Level
Lite
Last Activity
this week
General
Listing Type
Buyer | Succession
Location
Red Bank, NJ, US
Fee 0% Commission 100%
Gross Revenue
$650,000
# of Accounts
400
Avg Client Age
60
Overview

I do fee based and non-fee based business. I take a comprehensive approach to clients needs. I enjoy taking care of my clients have a terrific relationships.
I am a CFP.

Extended Profile Information

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