$6.5MM AUM in Berwyn, PA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Berwyn, PA, US
Fee 0% Commission 100%
# of Accounts
7
Avg Client Age
55
Overview

I work for a non-regulated investment news/advisory business, while managing (fee-free) about $6 million in friends/family accounts for about 7 years. I am considering leaving my current position and ramping up my portfolio management time, registering/starting an RIA fulltime or buying/joining an existing practice. Joining an existing practice focused on long-only active management (or desiring a partner playing that role) with a view to succession in 3-5 years would be an ideal match.

Extended Profile Information

Loading...