$450MM AUM | $2.8MM Rev in
Rehoboth Beach, DE
We are an SEC Registered Investment Advisor located in Southern Delaware with just over $450 mm in assets under management and advisement. We have offices in Rehoboth Beach, DE, Villanova, PA, Morristown, NJ and Boca Raton, FL. Our business lines are wealth management, 401(K) fiduciary services for employers, and Certified Financial Planning. We are seeking other advisors, with an existing book of business, to join our dynamic team. We have a strong compliance department and use state-of-the-art technology with TD VEO platform, Orion for reporting, billing and client portal, Retail CRM, Riskalyze for risk assessments, and ADVIZR for retirement planning. We just relocated in Rehoboth and have room for expansion.