$300MM AUM | $1.7MM GDC in Center Valley, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
420 days old
General
Location
Center Valley, PA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$1,700,000.00
# of Accounts
1,200
Avg Client Age
65
Overview

looking to grow through acquisition - would look to transition clients to our process and have selling advisor exit ideally over some determined time frame.

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