$55MM AUM | $450,000 GDC in Harrisburg, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Harrisburg, PA, US
Fee 0% Commission 100%
Gross Revenue
$450,000
# of Accounts
400
Avg Client Age
50
Overview

We are a two person team serving families and small businesses. Our primary goal is to help more families through comprehensive financial planning and to grow our AUM's and households on an annual basis. We are currently with an independent BD and are exploring the RIA model.

Extended Profile Information

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