Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Radnor, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$260,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
900
Avg Client Age
63
Overview

We are a mature practice looking to grow, and beginning to consider acquisitions. We believe the industry is on the cusp of significant change driven by new technologies, and we are actively assessing the best tech strategies and affiliation possibilities, so that we may position our firm to survive, compete, and grow.

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