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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
York, PA, US
Fee 0% Commission 100%
$1,250,000
Gross Revenue
557
# of Accounts
62
Avg Client Age
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.

Extended Profile Information

Loading...