$575MM AUM | $2MM GDC in Media, PA

Market
Advisor
Member Level
Lite
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Media, PA, US
Fee 0% Commission 100%
$2,000,000
Gross Revenue
3,000
# of Accounts
55
Avg Client Age
Overview

Regional broker-dealer, investment advisor and insurance agency looking for acquisition candidates. Clearing through RBC Capital. Looking to expand managed money/RIA operations.

Extended Profile Information

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