$60MM AUM | $500,000 GDC in Philadelphia, PA

Market
Advisor
Member Level
Basic
Last Activity
this month
Listing Age
283 days old
General
Listing Type
Buyer
Location
Philadelphia, PA, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
150
Avg Client Age
55
Overview

The Hoffner Cannon Group collaborates with affluent individuals helping them clearly define and prioritize all of their investment goals. We understand that every circumstance may be different. Lifestyles, aspirations and needs vary from one household to the next. We make sure we understand the unique dynamic of every individual that we team up with. This understanding allows us to advise holistically and implement tailored investment plans. Goal progress is constantly reviewed and the dynamic nature of the plan allows flexibility for change when warranted. This comprehensive and collaborative approach empowers our clients giving them a greater sense of ownership of their financial future.

We love to bring in additional clients to benefit from our holistic process and would be looking for an FA leaving to business who runs a similar practice to team with.

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