$2,300MM AUM | $17MM 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%
Gross Revenue
$17,600,000.00
# of Accounts
5,000
Avg Client Age
63
Overview

Fee only SEC registered RIA looking for M&A opportunities. Locations in Northern NJ, Boston, Charlotte, Atlanta and Florida.
Comprehensive Wealth Management services with an emphasis on financial planning and implementation of investment strategies with DFA at their core.

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