$110MM AUM | $900,000 GDC in Fort Washington, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Fort Washington, PA, US
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
700
Avg Client Age
65
Overview

We are an independent financial planning and fee-based investment management firm located in Montgomery County, just outside of Philadelphia PA.
Over the last ten years, we have welcomed and retained clients from two advisers who retired from the industry, and have also successfully executed our own internal succession while maintaining excellent service to clients.
We are committed to finding quality long term client relationships, and providing a sensible exit plan for advisers with existing books of business between 10MM-80MM.

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