Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
New Hope, PA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$750,000.00
# of Accounts
350
Avg Client Age
63
Overview

Interested in growing an already existing seamless ,one stop financial service practice and scaling current service model to include other planners through acquisition, transitional retirement ,etc.

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