Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Willow Grove, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$125,000.00
# of Accounts
150
Avg Client Age
55
Overview

Mostly fee-based business. Looking to grow my business so would be interested in working with someone via a partnership and/or merger. Also, I've been in the business 13 years, so would be interested in working with someone who is looking to phase out of the business and setup a succession plan

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