Market
Advisor/RIA
Member Level
Chalice
Last Activity
6 months or more
General
Location
King Of Prussia, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$500,000.00
# of Accounts
1,500
Avg Client Age
60
Overview

We are an independent hybrid RIA shop with primary focus on PWM and Financial Planning for individuals and Retirement Plan Consulting 401(k)s. We utilize eMoney for our Financial Planning, have sophisticated Managed Money Capabilities, and act as ERISA 3-21 & 3-38 fiduciaries for the 401(k) portion of our practice. We hope to find like minded practices to acquire and/or have merger conversation in the great West Chester / King of Prussia areas in PA.

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