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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Bethany Beach , DE, US
Fee 0% Commission 100%
Gross Revenue
$90,000
# 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.

Extended Profile Information

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