$200MM AUM | $440,000 GDC in Pittsburgh, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Pittsburgh, PA, US
Fee 0% Commission 100%
$440,000
Gross Revenue
45
# of Accounts
55
Avg Client Age
Overview

My business exists of primarily qualified plans (401k and 403b).
I provide services to approximately 45 qualified plans.

Extended Profile Information

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