$125MM AUM | $1.3MM GDC in Lebanon, PA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Lebanon, PA, US
Fee 0% Commission 100%
Gross Revenue
$1,300,000.00
# of Accounts
500
Avg Client Age
62
Overview

Independent, hybrid RIA firm looking to expand through the right acquisition. Our team was previously affiliated with a nationally recognized firm for over 30 years. We chose to transition our firm to offer a family office, holistic, needs-based practice to both individual and business clients without the big-city / firm minimums. We strive to create life long client relationships by putting our clients needs first and knowing everything about them. We look forward to fulfilling all of your client's needs after you retire in the truest sense of being a fiduciary. We are open to working with you to ensure continuation of your vision for the practice you've built.

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