Overview

Wealth Management Division of a Nationally Chartered Community Bank in Northwestern New Jersey. Looking to become the Succession solution for a successful practice. Currently managing $500 million of Investment and Fiduciary assets and interested in growth with the right partner and portfolio,


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Insurance Business

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Resources
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