$25MM AUM | $600,000 GDC in Wall, NJ

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Wall, NJ, US
Fee 0% Commission 100%
$600,000
Gross Revenue
600
# of Accounts
50
Avg Client Age
Overview

Looking to expand my practice through taking over books of business from retiring advisors. Interested in books of managed money, health insurance, 401(k) and other qualified retirement plans.

Extended Profile Information

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