$130MM AUM | $875,000 GDC in Fogelsville, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Succession
Location
Fogelsville, PA, US
Fee 0% Commission 100%
Gross Revenue
$875,000.00
# of Accounts
750
Avg Client Age
57
Overview

Advisor who has been in the business 28 years. Has over 130 Million under management most of which is now recurring revenue. Won a national contest "Practice of the Year" through Signator Investors and sponsored by National Financial.

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