Market
RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Exton, PA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$92,000,000.00
Gross Revenue
$925,000.00
# of Accounts
300
Avg Client Age
55
Overview

I am a CPF certified planner that has just over 100 households. I have two partners that focus on research/trading and operations. We maintain a practice that is manageable in size so we can give hands-on specialized services. Would like to expand the business through acquisition if the right situation presents itself.

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