$100MM AUM | $650,000 GDC in Malvern, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Malvern, PA, US
Fee 0% Commission 100%
$650,000
Gross Revenue
200
# of Accounts
58
Avg Client Age
Overview

We are a group that is employed by Meridian Bank in Malvern PA. We work in both an advisory and brokerage capacity. We are looking to be aggressive buyers of assets in our region. LPL is our BD and we custody a big percentage of our assets at SEI.

Extended Profile Information

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