Join or Login for Access

SL advisors Listing
Financial Advisor   

$510MM AUM | $3.6MM GDC in Pittsburgh, PA

Member Level
Basic
Last Activity
this week

Business Mix:

25% Comm
75% Fee

General

Location
Pittsburgh, PA, US
12 Month Gross Revenue
$3,600,000
Number 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 5 practices. For more information please contact Michael Ward at ___-___-____

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging