$350MM AUM | $2.1MM GDC in Center Valley, PA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Compatibility
Location
Center Valley, PA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$2,100,000.00
# of Accounts
4,800
Avg Client Age
62
Overview

6 advisors; 5 staff; market niche- $500k-$10M pre/post retirement planning; retirement income distribution; estate and elder care planning. Approx. $350M AUM.
3 CFPs, 3 ChFCs. Specialists in social security and medicare, college planning, divorce financial analysis, and dedicated 401k specialist.
Have second generation advisors, including two female; want to grow AUM and push average age of clients down.

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