$25MM AUM | $250,000 GDC in Newtown, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Newtown, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$250,000.00
# of Accounts
35
Avg Client Age
55
Overview

Looking to grow firm through purchase and acquisition. Great solution for advisors looking to unwind over the next few years. Will be very aggressive with offerings for the right advisor / firm

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