$20MM AUM | $165,000 GDC in Pittsburgh, PA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Pittsburgh, PA, US
Fee 0% Commission 100%
Gross Revenue
$165,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

Infinity Consultants Inc. is a family owned financial services firm offering financial planning services to clients throughout the country. We are interested in acquisitions of existing practices in PA, OH, WV, and MD.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...