Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
710 days old
General
Location
King Of Prussia, PA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$750,000.00
Gross Revenue
$600,000.00
# of Accounts
150
Avg Client Age
38
Overview

Looking to grow by finding the right kind of practices to acquire. Also have interest in potentially bringing on a lead advisor from another firm or current firm to help grow the practice and who could also merge assets as well. We focus heavily on leading with a financial plan for all of our clients and helping the grow more financially secure and accomplish their objectives.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...