$520MM AUM | $5.5MM GDC in Lancaster, PA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Lancaster, PA, US
Fee 0% Commission 100%
$5,500,000
Gross Revenue
1,500
# of Accounts
60
Avg Client Age
Overview

We're a comprehensive planning and wealth management firm. We are hoping to find like minded advisors interested in doing more with their practice.

Extended Profile Information

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