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Financial Advisor   

$300MM AUM | $1MM GDC in Newtown, PA

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Newtown, PA, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
500
Avg Client Age
60

Overview

we are a RIA firm seeking to look at Advisors selling their book of business or practice in New Jersey and PA. We are also seeking Advisors looking for a home in the independent world.

 
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