$10MM AUM | $100,000 GDC in Newtown, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
607 days old
General
Location
Newtown, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$100,000.00
# of Accounts
200
Avg Client Age
55
Overview

I am a young advisor with 15 years of experience. I have a large amount of want in me; I want to be successful and do so with the clients needs before my own. I am extremely flexible with others exit strategies as I am independent. I want to be able to purchase a practice that I will be able to help with for many years.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...