$210MM AUM | $1.9MM GDC in Doylestown, PA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Doylestown, PA, US
Fee 0% Commission 100%
Gross Revenue
$1,900,000.00
# of Accounts
725
Avg Client Age
60
Overview

Looking for opportunities to continue to build on a client centric, holistic, financial planning practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...