$70MM AUM | $800,000 GDC in Erie, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Erie, PA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$800,000.00
# of Accounts
961
Avg Client Age
47
Overview

We are a wealth management team that is interested in acquiring other advisory practices. We are also interested in merging practices if there is a good fit, as well as being a successor for those that are looking for one. We have successfully purchased and transitioned practices locally and out of town.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...