$20MM AUM | $112,000 GDC in Bala-Cynwyd, PA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Bala-Cynwyd, PA, US
Fee 0% Commission 100%
Gross Revenue
$112,000.00
# of Accounts
60
Avg Client Age
30
Overview

We are a group of capable and experienced financial professionals who focus on working with executives, partners and business owners. The financial professionals that bear our name are carefully selected to uphold strict and sound financial practices for the support and service of our clients.

Whether it’s developing a financial Strategy, creating a customized executive financial program, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward thinking, tax-efficient financial strategies.

The keys to our firm’s success are our professional excellence, integrity and our constant pursuit of open communication and in-depth understanding of each of our clients’ unique financial needs. Our associates’ credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide and added level of comfort and confidence to our clients.

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