Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Radnor, PA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$400.00
Gross Revenue
$2,000,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

Our business is predominately investment advisory, with close to $400m under management. We are looking to acquire or assist in the succession of another advisory practice. Generally, we lead with planning to uncover issues and then develop solutions.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...