$82MM AUM | $700,000 GDC in Fort Washington, PA

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer
Location
Fort Washington, PA, US
Fee 0% Commission 100%
$700,000
Gross Revenue
300
# of Accounts
63
Avg Client Age
Overview

Looking for a new adviser interested in taking over the management of some existing client relationships while also building his/her own client base within independent advisory practice focused on hands on investment management and financial planning. An experienced adviser wanting to "go independent" may also find a good fit here.

Extended Profile Information

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