$650MM AUM | $4.2MM GDC in Pittsburgh, PA

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Pittsburgh, PA, US
Fee 0% Commission 100%
Gross Revenue
$4,200,000
# of Accounts
2,500
Avg Client Age
60
Overview

WMP was founded in 2001 with a business plan specifically designed to provide succession planning services. Since that time we have successfully transitioned 7 practices. This experience has allowed us to develop a client focused business succession process providing the advisor a graceful, flexible and profitable transition. For more information please contact Michael Ward at ___-___-____

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