$450MM AUM | $3.1MM GDC in Chatham, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Chatham, NJ, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$3,105,000.00
# of Accounts
2,500
Avg Client Age
56
Overview

Our firm currently has eight advisors managing >$450MM in client assets. We are looking to grow our practice through referrals, and acquisition of existing mature practices

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