$2.5MM AUM | $44,000 GDC in Old Tappan, NJ

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Old Tappan, NJ, US
Fee 0% Commission 100%
Gross Revenue
$44,000
# of Accounts
7
Avg Client Age
58
Overview

Small RIA interested in acquiring another firm, similar to what was sent earlier today.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...