$65MM AUM | $585,000 GDC in Southampton, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Southampton , PA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$585,000.00
# of Accounts
221
Avg Client Age
55
Overview

We are a full service financial services firm. Management of assets ,Business , personal and estate planning. We also handle retirement plans. 401k,cash balance,pension and profit sharing plans SIMPLE,SEP and IRA plans
I have recently brought one of my sons into my practice and we are looking to expand our book of business through acquisition and organic growth

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