$34MM AUM | $165,000 GDC in Pipersville, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Pipersville, PA, US
Fee 0% Commission 100%
Gross Revenue
$165,000.00
# of Accounts
625
Avg Client Age
58
Overview

We are looking buy smaller books of business. We have bought several smaller books over the past few year and made the seller's clients transition almost seamless. Personal client serve is our strong point. Every client making the transition will have a personal touch during the process.

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