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Financial Advisor   

$23MM AUM | $230,000 GDC in Philadelphia, PA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

55% Comm
45% Fee

General

Location
Philadelphia, PA, US
12 Month Gross Revenue
$230,000
Number of Accounts
125
Avg Client Age
55

Overview

Myself and my business partner have been advisors for five years and are now looking to purchase a practice. Our firm is registered as a hybrid RIA.

 
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