Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Allentown, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
900
Avg Client Age
60
Overview

We are an 8 man shop (4 FAs/4 AAs) with 300MM in AUM with 3MM in revenue. We have 3 CFPs, 1 CPA, 1 CES, and our advisors have 80 years of experience. We have a book on our strategy: The Book on Retirement: Are your Ready for the Second Half of Your Financial Life

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