$500MM AUM | $3.8MM GDC in
Our office is in center city Philadelphia PA. We have:
• $500M AUM in our wealth management / financial planning division;
• Several thousand individual life, disability, and long-term care insurance policies in force;
• 500 small / mid-sized business owner clients where we manage their group health insurance needs
We are looking to acquire, merge, join, network with practices we may mutually benefit from knowing one another. We are especially interested in providing succession options for advisors with current or multi-year retirement goals.