$2,000MM AUM | $16MM GDC in Westwood, NJ

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Westwood, NJ, US
Fee 0% Commission 100%
$16,000,000
Gross Revenue
1,000
# of Accounts
63
Avg Client Age
Overview

Fee only SEC registered RIA looking for M&A opportunities. Locations in Northern NJ, Boston, Atlanta and Florida.
Wealth Management services including financial planning and DFA style investing.

Extended Profile Information

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