$47MM AUM | $180,000 GDC in Lake Ariel, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Lake Ariel, PA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$47,000,000.00
Gross Revenue
$180,000.00
# of Accounts
114
Avg Client Age
60
Overview

Financial Advisor, with 34 years of experience, currently converting my book of business into fee-based, with offices in the Altoona and Scranton areas. Very interested in purchasing an existing book of business.

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