$145MM AUM | $900,000 GDC in Schnecksville, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Schnecksville, PA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$145,000,000.00
Gross Revenue
$900,000.00
# of Accounts
2,400
Avg Client Age
67
Overview

We are an LLC of 6 advisors looking to either invite other advisors into our world for support as well as helping them create a lifestyle they dream of but are stuck in a miserable mess. We also are looking to assist advisors retire with dignity, while at the same time treating their clients with the level of service and services they have been providing. We like to think we take excellent care of our clients!

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