Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Emmaus, PA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$30,000.00
# of Accounts
11
Avg Client Age
50
Overview

I am looking to acquire fee-only or predominantly fee-based financial services firms. Additionally, I would be interested in becoming a successor for someone that is looking to retire in the next 2-5 years.

I am also the CFO & EVP of one of the fastest growing companies in eastern Pennsylvania and am looking to apply my growth expertise to my investment management business.

Business Mix Info

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