Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
868 days old
General
Location
Philadelphia, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
400
Avg Client Age
60
Overview

I run a planning and service intensive business. i have over 35 years experience and wok with my son, who has 10 years of experience. We have a licenced assistant, part-time assistant and the support of a leading regional firm. We would like to expand our repeatable, scalable business model.

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