$175MM AUM | $1.4MM GDC in Wilmington, DE

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Wilmington, DE, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$175,000,000.00
Gross Revenue
$1,420,000.00
# of Accounts
350
Avg Client Age
52
Overview

We are a comprehensive financial planning firm affiliated with Ameriprise Financial. Private Wealth Practice - Point to Point Wealth Planning. 4 advisors with CFP, ChFc and CRPC designations. Plan centric and growing. Looking to add additional advisors to practice for both succession and growth opportunities.

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