$160MM AUM | $800,000 GDC in Philadelphia, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Philadelphia, PA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$160,000,000.00
Gross Revenue
$800,000.00
# of Accounts
450
Avg Client Age
60
Overview

Looking to significantly grow my wealth management practice and would be looking to merge, purchase or help with succession planning for any broker dealer/independent under 50 million in assets.

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