$50MM AUM | $155,000 GDC in Doylestown, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Doylestown, PA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$155,000.00
# of Accounts
500
Avg Client Age
68
Overview

My business started out at AG Edwards in 2000. I was fortunate enough to be offer an opportunity to buy a retiring brokers book. With much success of this purchase and relationship building, I have continued to look for other opportunities in this industry. With a recent move back to my home state of Pennsylvania, I have a long term goal of building my business in PA. My current book of business is in New Jersey, where I have an office as well. However, as my clients are getting older, it is time to grow my business with "younger" clients. Starting out in this business when cold-calling was a significant still part of growing your practice along with seminars, currently those two ways of growth are becoming obsolete. I believe with my uniqueness as a female in this business and this site as an opportunity to grow my business is a win/win situation overall.

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