$100MM AUM | $700,000 GDC in Sewickley, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Sewickley, PA, US
Fee 0% Commission 100%
Gross Revenue
$700,000
# of Accounts
400
Avg Client Age
68
Overview

We are a Full Service Financial Planning Practice with a separate division specializing solely in the advice and management of 401(k) Plans for closely held businesses.

Extended Profile Information

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