$500MM AUM | $1MM GDC in Wilmington, DE

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Wilmington, DE, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

I own a branch of a major independent broker/dealer, RIA hybrid. There are offices in Delaware, Maryland and Pennsylvania (with additional offices in New Jersey and New York attaching in the 4th Q 2016).
The vast majority of our work is now done on the RIA side of our house, with our FINRA registration being maintained to take care of legacy assets and clients.
Our goal is to continue to grow our footprint and provide financial guidance to folks who need it.

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