Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Narberth, PA, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$20,000,000.00
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred

Loading...