$40MM AUM | $450,000 GDC in Newtown Square, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Newtown Square, PA, US
Fee 0% Commission 100%
$450,000
Gross Revenue
299
# of Accounts
60
Avg Client Age
Overview

We are an active asset allocator. We rely on our portfolio management strategies to capture gains during market rallies and minimize risk during market declines. We are looking to find and build relationships with like-minded firms in order to grow our business and buy or merge with a growth-oriented firm.

Extended Profile Information

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