$600MM AUM | $4.5MM GDC in Blue Bell, PA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Blue Bell, PA, US
Fee 0% Commission 100%
Gross Revenue
$4,500,000
# of Accounts
250
Avg Client Age
55
Overview

An independent RIA with 3 businesses: Private Wealth, 401k and Employee Benefits/Health Care. We provide the highest quality service/performance at the most affordable pricing in the industry. Our expertise in the Employee Benefits area is growing and feeding the fastest grower, the PW. We are continuing to grow organically and non-organically, with current merger activity that is adding 30% to our AUM.

Has Office Space to Share in Blue Bell, PA

Moving to new offices in Spring with additional 500 sq feet of open office space in suburban Phila.

Contact to discuss details
 
Extended Profile Information

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