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Financial Advisor   

$25MM AUM | $90,000 GDC in Bethany Beach, DE

Member Level
Basic
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Bethany Beach , DE, US
12 Month Gross Revenue
$90,000
Number of Accounts
29
Avg Client Age
60

Overview

Our firm is a family office/RIA based in Delaware and PA. Our niche is alternative investments that give our family/clients access to sophisticated strategies that add value to a traditional 60/40 stock/bond portfolio.

Looking at exploring opportunities with other local or non-local RIAs, depending on the situation.

 
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