$300,000 AUM | $2MM GDC in Berwyn, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Berwyn, PA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
700
Avg Client Age
58
Overview

We are an Independent financial advisory firm focused on Comprehensive planning to include investment management, retirement planning, education planning, estate planning, insurance planning (life, disability and long term care), and charitable giving. Hoping to purchase another like-minded practice in our geographic area. We are an RIA but hold a dual registration with a B/D.

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