$25MM AUM | $100,000 GDC in Bala Cynwyd, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Bala Cynwyd, PA, US
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
135
Avg Client Age
57
Overview

Well balanced advisor working with small team of specialists (insurance, estate planning) looking to grow significantly grow AUM side. My managed accounts utilize low cost mutual funds/ETFs to provide clients with best chance for success.

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