$150MM AUM | $1.2MM GDC in Mcmurray, PA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks
General
Compatibility
Location
Mcmurray, PA, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,250,000.00
# of Accounts
700
Avg Client Age
65
Overview

We are two Certified Financial Planners, husband & wife team, with 13 years of experience. We work with about 300 households and manage about 140 Million in assets. We have successfully completed two succession plans with great results. We are looking to assist advisors find a safe and secure home for their clients when they are ready to retire. Our firm has systems and processes in place that allow us to continue to grow while providing excellent service to our clients. We are independent IAR's and we are associated with a Broker Dealer. We offer a unique value proposition having combined 26 years experience in this business, an already successful firm, and still being in our 30's. Our clients love that we will be there with them before and during their retirement!

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