$5MM AUM | $50,000 GDC in Bethlehem, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
320 days old
General
Location
Bethlehem, PA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$50,000.00
# of Accounts
20
Avg Client Age
55
Overview

I am looking to team up with an advisor looking for a succession plan or merge with a team looking to grow fee-based model.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...