$153MM AUM | $1.1MM GDC in Beaver, PA

Market
Advisor
Member Level
Lite
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Beaver, PA, US
Fee 0% Commission 100%
Gross Revenue
$1,100,000
# of Accounts
750
Avg Client Age
55
Overview

A comprehensive wealth management practice including CPA relationship with full tax compliance and planning. We are looking to grow via merger and/or acquisition of primarily fee based practices who share similar core values.

Extended Profile Information

Loading...