$20MM AUM | $200,000 GDC in Haverford, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Haverford, PA, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$200,000.00
# of Accounts
200
Avg Client Age
65
Overview

We run a comprehensive wealth management practice in Haverford. Our business is the resulting of merging a 40 year old CPA practice with a 20 year old investment practice. We offer tax and accounting services in addition to investment management and insurance services in one shop. This allows us to offer our clients a family office like level of service and integration to moderately wealth individuals and businesses. We are looking for like minded partners both accountants and financial advisors.

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