$200MM AUM | $500,000 GDC in Plymouth Meeting, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Plymouth Meeting, PA, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
80
Avg Client Age
50
Overview

My practice is solely focused on retirement plans for businesses, non-profits and higher education. I currently manage 200 million dollars in assets within 401k, 403b and 457b programs. We have an very efficient, effective and proven process for managing, servicing and educating retirement plan clients.

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