$20MM AUM | $165,000 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%
$165,000
Gross Revenue
1,000
# of Accounts
55
Avg Client Age
Overview

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

Extended Profile Information

Loading...