$95MM AUM | $10,000 GDC in Ardmore, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Ardmore, PA, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$95,000,000.00
Gross Revenue
$10,000.00
# of Accounts
60
Avg Client Age
65
Overview

Discretionary money manager using up to daily allocation.
Primary vehicles
- mutual funds (including variable insurance sub-accounts)
-ETFs
index futures

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