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Financial Advisor   

$145MM AUM | $1.2MM GDC in York, PA

Member Level
Premier
Last Activity
today

Business Mix:

1% Comm
99% Fee

General

Location
York, PA, US
12 Month Gross Revenue
$1,250,000
Number of Accounts
557
Avg Client Age
62

Overview

We are SEC registered RIA looking to expand our business, potentially through acquisition. We have two partners with a young associate who we are preparing for an ownership interest in the near future.

 
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