$350MM AUM | $1.6MM GDC in Newtown, PA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Successor
Location
Newtown, PA, US
Fee 0% Commission 100%
Gross Revenue
$1,650,000
# of Accounts
1,500
Avg Client Age
60
Overview

$350 million retail and institutional book of business.

Retail--mass affluent to high net worth
Institutional--Foundation and Corporate Retirement Plans

Extended Profile Information

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