$205MM AUM | $1 GDC in Stroudsburg, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Stroudsburg, PA, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$205,000,000.00
Gross Revenue
$1.00
# of Accounts
750
Avg Client Age
60
Overview

Our firm is open to partnering with advisors who are actively seeking a solution to their succession plan and would like their clients left in capable hands.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...