$145MM AUM | $1.5MM GDC in Wilmington, DE

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Join A Practice
Location
Wilmington, DE, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
240
Avg Client Age
50
Overview

Maturing practice with capacity for growth. Focused on the pharmaceutical industry, looking to acquire to grow the practice to achieve greater scale moving forward. Focusing more on fee based growth vs other revenue streams. Current mix is roughly 50% FB with remainder in Alternative Investments and Annuities. Goal to move toward 75-80% fee based makeup either organically or through acquisition.

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