$150MM AUM | $750,000 GDC in New Hope, PA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
New Hope, PA, US
Fee 0% Commission 100%
$750,000
Gross Revenue
350
# of Accounts
63
Avg Client Age
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.

Extended Profile Information

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