$110MM AUM | $750,000 GDC in Lancaster, PA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Lancaster, PA, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
1,100
Avg Client Age
60
Overview

Independent RIA with small broker-dealer relationship. We are interested in buying other practices from those who are looking to retire. We have accomplished 4 previous transitions in the past 10 years.

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