$633MM AUM | $3.1MM GDC in Harrisburg, PA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Harrisburg, PA, US
Fee 0% Commission 100%
$3,100,000
Gross Revenue
1,480
# of Accounts
60
Avg Client Age
Overview

Growing fee-only RIA firm that believes in a holistic approach to wealth management. We incorporate financial planning with investment advice and asset allocation. Based in Harrisburg, PA, we are looking to increase our footprint in the region and, potentially, beyond. We are searching for like-minded firms or advisors who want to sell or merge their practice.

Extended Profile Information

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