Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
521 days old
General
Location
Philadelphia, PA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$999,000,000.00
Gross Revenue
$6,000,000.00
# of Accounts
6,000
Avg Client Age
55
Overview

We are a wealth management group with a core focus on retirement income planning, asset management, and risk management for families, individuals, and small business. In addition, we have a robust, company-sponsored 401k Team that also helps those companies and others with executive benefits. I am looking to find advisors who would like to merge their practice with ours and/or find a successor for their clients, whether that exit is near or longer term.

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