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Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
Sewickley, PA, US
12 Month Gross Revenue
$700,000
Number 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.

 
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