$112MM AUM | $1MM GDC in Allentown, PA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Allentown, PA, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
636
Avg Client Age
62
Overview

We are a 2 man partnership at Morgan Stanley. We do about 1 million in revenue with 112 million under management. Most of our business has some kind of recurring revenue. Our product set includes Advisory where we use mostly ETF's, Stocks, and Bonds. We also use Annuities and Insurance in our practice. We have been growing our practice over the past years but would like to grow quicker and are exploring buying a practice to accomplish our goals.

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