$350MM AUM | $2.7MM GDC in Rehoboth Beach, DE

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Rehoboth Beach, DE, US
Fee 0% Commission 100%
$2,700,000
Gross Revenue
745
# of Accounts
58
Avg Client Age
Overview

We are an SEC Registered Investment Advisor located in Southern Delaware with just over $350 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

Contact to discuss details
 
Extended Profile Information

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