Market
RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
397 days old
General
Location
Wilmington, DE, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$190,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
200
Avg Client Age
59
Overview

RIA firm that specializes in fiduciary management of personal clients and retirement plans. Strong growth and very good operational processes. Working environment is top quality and family feel. Looking to acquire or merge with motivated young advisors or advisors needing a retirement solution.

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