$38MM AUM | $300,000 GDC in Wexford, PA

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
754 days old
General
Compatibility
Location
Wexford, PA, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$38,000,000.00
Gross Revenue
$300,000.00
# of Accounts
100
Avg Client Age
57
Overview

This is a fee-only investment advisory and financial planning firm. We use retainer agreements. Investment vehicles are primarily mutual funds (mostly DFA) and individual bonds. We serve the mass affluent market, as well as professionals and executives.

Seeking possible acquisition of a similar-sized firm, or a merger with larger like-minded firm for continuity, growth, and eventual succession.

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