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Financial Advisor   

$700MM AUM | $3.5MM GDC in Conshohocken, PA

Member Level
Basic
Last Activity
this week

Business Mix:

2% Comm
98% Fee

General

Location
Conshohocken, PA, US
12 Month Gross Revenue
$3,500,000
Number of Accounts
550
Avg Client Age
50

Overview

Fast-growing RIA focused on recruiting, acquiring, and partnering with other practices. We've developed a proprietary platform designed to streamline operations and achieve increased profitability paired with growth. We aim to leverage this platform with other advisers and power top-line growth. We're actively seeking partners through this website, both ones looking to sell or merge practices.

 
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