$1B AUM | $7.2MM GDC in Horsham, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Horsham, PA, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$1,000,000,000.00
Gross Revenue
$7,250,000.00
# of Accounts
3,500
Avg Client Age
60
Overview

We are approaching elite financial Advisors who are dedicated to proactively managing their businesses and are open to implementing a strategic business affiliation or combination. We are committed to providing a comprehensive offering to attract Advisors who may want to monetize their practice, wish to join or affiliate with a partner, or desire to go independent.

As a full-service OSJ, our goal is to continue to substantially grow our presence and enhance our service offering on a regional scale. We are committed to providing a best-in-class platform that has a deeply-rooted belief in providing a superior Client experience.

If you are considering a short or long-term exit plan for your business (including a "glidepath" exit), are interested in learning more about going independent, or desire to strengthen and grow your independent practice, we would welcome the opportunity to present our value proposition. For more information regarding IAG, please visit our website at ___

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