$138MM AUM | $830,000 GDC in West Chester, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
West Chester, PA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$138,000,000.00
Gross Revenue
$830,000.00
# of Accounts
300
Avg Client Age
60
Overview

We are a practice of 3 CFP's. We have offices in West Chester PA and Georgetown DE. We also have conference space in Wilmington DE and Conshohocken PA. We are looking to merge and/or buy with the right advisor(s). If you have no plan for succession or are not getting the support from your current BD contact us. We have office space in West Chester and are looking to grow. We can also discuss paying you for coming over, helping you transition and should you decide to retire at some point paying you on the way out.

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