$40MM AUM | $400,000 GDC in Jenkintown, PA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Merge | Succession | Continuity | Successor
Location
Jenkintown , PA, US
Fee 0% Commission 100%
Gross Revenue
$400,000
# of Accounts
130
Avg Client Age
63
Overview

I am a investment advisor with retail, trust, and institutional experience. I am looking for RIA who are looking for a unique advisor who can increase the value of a firm and be part of the transition to succession.

Extended Profile Information

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