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Financial Advisor

$60MM AUM | $210,000 GDC in Bala Cynwyd, PA

Member Level
Basic
Last Activity
within 3 months

Business Mix:

10% Comm
90% Fee

General

Location
Bala Cynwyd, PA, US
12 Month Gross Revenue
$210,000
Number of Accounts
1,500
Avg Client Age
50

Overview

I am looking buy a book of business, preferably AUM. It can be immediate or over several years.

 

Has Office Space to Share in Bala Cynwyd, PA

There are offices and conference rooms available in my building.

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