Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Sewickley, PA, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$385,000.00
# of Accounts
150
Avg Client Age
55
Overview

The bulk of our business is in the 401(k), 403(b) Qualified space.
We are looking to expand it within an approximate distance of 50 miles in and around Pittsburgh

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