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

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

Has Office Space to Share in Blue Bell, PA

We currently have two available offices and room for support staff in workstations. We also have the ability to expand within our existing location to add two more offices and support staff area.

Contact to discuss details
 
Extended Profile Information

Loading...