$300MM AUM | $1.1MM GDC in Horsham, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Horsham, PA, US
Listing Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$1,130,000.00
# of Accounts
1,600
Avg Client Age
61
Overview

I lead and own a Schwab Independent Branch, Schwab Independent Branch branches are franchised and staffed by employees of the franchisee. We help individuals, families & corporations with their financial needs, including retirement planning, investing, charitable giving, support in estate planning activities, and active investing. To learn more about Schwab’s client offerings visit: http://___

Independent Branch Financial Consultants are not employees of Charles Schwab & Co., Inc.; they are employees of the Independent Branch Leader and are Registered Representatives and Associated Persons of Charles Schwab & Co., Inc.

The Schwab Independent Branch in Horsham, PA.

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