$12MM AUM | $75,000 GDC in Wyomissing, PA
Member is Interested In:
I am 38 and looking to grow my book. If the right opportunity came along to acquire clients/assets in my general geographical area I would at least listen to any advsiors looking to sell their book of business. I am extremely hands on and I would need/want to analyze what I if anything I would be buying or investing in.