$330MM AUM | $2.2MM GDC in Wilkes Barre, PA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Compatibility
Location
Wilkes Barre, PA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,250,000.00
# of Accounts
800
Avg Client Age
55
Overview

We are an independent SEC Registered Investment Advisor located in Pennsylvania. Founded nearly 30 years ago, our clients include private investors and family groups, public funds, corporations, professional practices, pension/retirement accounts, trusts and foundations. We provide fee-only investment management services with a long track record of investment success. Our team is dedicated to providing concierge-style service for all clients.

Having developed a strong investment, compliance and back office team, we are looking to acquire like-minded practices who desire to either: 1) join a collegial team that will allow them to focus on clients and let our team manage the compliance and back office functions; and/or 2) find a complementary practice to complete their succession plan.

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