$65MM AUM | $550,000 GDC in Bethlehem, PA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Bethlehem, PA, US
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
500
Avg Client Age
57
Overview

We are a hybrid Advisory firm with an independent RIA and Broker Dealer relationship. The majority of our business is to manage money which is done in-house, along with financial planning. We have an in-house attorney and CPA to accomplish our client’s financial planning needs. While we have purchased and absorbed practices in the past and are still willing to do so. Our primary objective is to help advisors exit the business via a transition plan into retirement.

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