PRACTICE INFORMATION

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This hybrid RIA based in Central Pennsylvania specializes in the selection and active management of individual stocks and laddered bonds for its clients. This practice generated approximately $450,000 in revenue in 2021 from servicing their roughly 100 client households. Approximately 87% of this practice’s revenue is from managing $56 million in assets with the remaining revenue from commissions and transaction charges. 

This is an ideal opportunity for a Hybrid RIA looking to expand or establish a location in the heart of the northeast. The ideal acquisition partner firm would have a demonstrated track record of securities and bond selection and management. 

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