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Financial Advisor

$1,500MM AUM | $8MM GDC in Conshohocken, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Conshohocken, PA, US
12 Month Gross Revenue
$8,000,000
Number of Accounts
1,800
Avg Client Age
58

Overview

$1.5B+ AUM Fee only RIA. We are interested in mergers or acquisitions

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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