Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Nazareth, PA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$400,000.00
# of Accounts
400
Avg Client Age
60
Overview

I have a holistic wealth management and tax preparation business. I have recently expanded my office into a new completely refurbished building with room to expand. Could take on another 5-6 employees with the acquisition and/or merger of another financial planning (and/or tax practice).

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...