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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Blue Bell, PA, US
Fee 0% Commission 100%
Gross Revenue
$4,500,000.00
# 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...