$75MM AUM | $600,000 GDC in Chalfont, PA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
General
Location
Chalfont, PA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$600,000.00
# of Accounts
650
Avg Client Age
58
Overview

Hello,

We are an Independent Office that is aligned with the Merck Sharp and Dohme Federal Credit Union. We would be interested in talking to you about your business and where you see it going in the future.

We are actively looking to buy an existing business or merge with the right one in the greater Philadelphia market.

Please Feel free to call me at ___-___-____ or email at ___

Thanks and have an Awesome Day!

Bryan

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