Overview

Fee-only RIA with asset management and financial planning clients. Looking to grow via acquisition in the Philadelphia Tri-State Area. We have two partners, one 55 years old and one 32 years old. We have extensive past experience with acquiring books of business. A perfect fit for us would be an advisor looking to retire within the next 3-5 years.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...