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Financial Advisor   

$150MM AUM | $800,000 GDC in New Hope, PA

Member Level
Lite
Last Activity
this week

Business Mix:

20% Comm
80% Fee

General

Location
New Hope, PA, US
12 Month Gross Revenue
$800,000
Number of Accounts
375
Avg Client Age
60

Overview

Our team consists of two CFP's , one Certified Para planner and three support staff. We are looking to grow our business in the PA or NJ area via acquisition of like minded individuals.
There are many great drivers in this business but the most profound is the opportunity to affect the lives of others for generations through financial planning and investment management. We work with retirement plans, individuals, corporations and trusts.

 
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