$625MM AUM | $3.8MM GDC in Pittsburgh, PA

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Pittsburgh, PA, US
Fee 0% Commission 100%
$3,800,000
Gross Revenue
2,500
# of Accounts
60
Avg Client Age
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 ___-___-____

Extended Profile Information

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