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

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Successor
Location
Philadelphia, PA, US
Fee 0% Commission 100%
Gross Revenue
$230,000.00
# 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...