$555MM AUM | $2.5MM GDC in Pittsburgh, PA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Succession
Location
Pittsburgh, PA, US
Fee 0% Commission 100%
Gross Revenue
$2,500,000.00
# of Accounts
875
Avg Client Age
53
Overview

My partner and I combined two businesses in 2009 and have spent a great deal of time, effort and resources to create the processes necessary to deliver comprehensive financial planning to our clients as well as grow the number of clients we serve based on our detailed processes. We are looking to acquire businesses that may fit our client profile and model so that we can deliver our services to others that can find real value and benefit from what we do.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...