Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Blue Bell, PA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$550,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
300
Avg Client Age
55
Overview

We are a fee based RIA with geographic locations in Greater Philadelphia, Pittsburgh, PA and Miami, FL areas. We have an increasingly growing 401k advisory practice and private client advisory practice. We are looking to acquire an advisor with assets or an advisory practice (we are also open to other strategic partnership opportunities). We also have a material employee benefits practice.

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