$20MM AUM | $200,000 GDC in Narberth, PA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Narberth, PA, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
50
Avg Client Age
50
Overview

Fee based financial planning office with 20 year history. Looking to merge with a larger boutique type firm which primarily works with business owners.

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