$250MM AUM | $2.4MM GDC in
West Chester, PA
We are a SEC Registered Investment Advisor and growing firm in West Chester, PA looking to meet like-minded and successful financial professionals in the Philadelphia Region, develop solid and meaningful relationships with these professionals, all in the hopes of creating mutually beneficial merger and/or acquisition opportunities. Our firm sees huge opportunity in collaborating with the region's best firms, so in turn we are open to not only being the acquirer, but also the acquired. Based on anecdotal evidence from this and other sites, and the industry at large, this is a rather unique viewpoint.