$750,000 AUM | $600,000 GDC in King Of Prussia, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
383 days old
General
Compatibility
Location
King Of Prussia, PA, US
Listing Type
Buyer
Fee 0% Commission 100%
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.

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