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

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