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The Cash Edge

EST. AUM
$100,000,000

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Firm Details

Metro area New York City
CRD Number
Website thecashedge.com
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Overview

The Cash Edge is an independent M&A consulting and practice management consultancy headquartered in Monroe Township, New Jersey. Founded and led by President Martin J. Herrmann, the firm specializes in advisory practice transactions, broker-dealer transitions, succession planning, and M&A matchmaking for independent financial advisors and RIAs. The Cash Edge assists wealth management professionals in sourcing acquisition targets, structuring practice sales, and executing business growth strategies.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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