$200MM AUM | $2MM GDC in Blue Bell, PA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Succession
Location
Blue Bell, PA, US
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
110
Avg Client Age
60
Overview

We are interested in having like-minded UHNW wealth managers join us as an IAR or merging their practice. We have a deep research capability in alternative strategies that differentiates us from other wealth management firms. In addition, we manage several alternative strategy pooled funds and conduct research for a long/short equity SMA platform. Strategies can be housed inside PPVA and PPVUL wrappers for powerful tax-deferred or tax-free wealth accumulation.

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