$87MM AUM | $600,000 GDC in Wayne, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Wayne, PA, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$87,000,000.00
Gross Revenue
$600,000.00
# of Accounts
500
Avg Client Age
55
Overview

Hybrid RIA working with business owners, family estates and executives of public companies on all things financial. Team has over 40 years experience and is looking to grow through acquisition/mergers by using a combination of our older and younger advisors.

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