$60MM AUM | $550,000 GDC in Trooper, PA

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Trooper, PA, US
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
300
Avg Client Age
58
Overview

We are a small firm that provides hands-on, customized, and personal financial planning and asset management to all of our clients. Our book of business has been built solely on referrals, and already have a succession plan in place that would keep the firm for decades to come. We are considering the purchase of other business practices, so long as the foundation of those firm(s) are built on ethical and client-centered business practices.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...