$15MM AUM | $35,000 GDC in Seven Fields, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Seven Fields, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$35,000.00
# of Accounts
500
Avg Client Age
55
Overview

My business is currently focused on the non-profit space and 403b plans. I am also a manager who oversees and is a principal to advisors. I’m looking for advisors who potentially would like to merge or sell a practice!

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...