Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Hockessin , DE, US
Profile Type
Merge | Find Successor
Fee 0% Commission 100%
AUM
$135,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
250
Avg Client Age
50
Overview

Fee based business. 21 years young. CFP founder is 56. CFA on staff for ten years. One Advisor in the commonwealth Mentor program. One office Admin/Marketing manager. 135 million AUM. 1.3 MM in GDC.

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