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

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Bethany Beach , DE, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$90,000.00
# 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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