$333MM AUM | $2.6MM GDC in Rehoboth Beach, DE
Member is Interested In:
We are an SEC Registered Investment Advisor located in Southern Delaware with just over $300 mm in assets under management and advisement. We have offices in Rehoboth Beach, DE, Montchanin, DE, Villanova, PA, Morristown, NJ and Boca Raton, FL. Our business lines are wealth management, 401(K) fiduciary services and insurance. We are seeking other advisors, with an existing book of business, to join our dynamic team.
Has Office Space to Share in Rehoboth Beach, DE
Offices in Rehoboth, Wilmington, South Florida, PA , NJ and CA