$15MM AUM | $120,000 GDC in Pittsburgh, PA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Pittsburgh, PA, US
Fee 0% Commission 100%
Gross Revenue
$120,000
# of Accounts
74
Avg Client Age
45
Overview

I am a fee based financial consultant with my CFA and a CFP. I am looking to find someone who is nearing retirement or wanting to merge into my firm. I believe my holistic financial planning approach combined with my institutional quality research will make any person or firm comfortable entrusting me with their clients goals.

Extended Profile Information

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