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Financial Advisor

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
Pittsburgh, PA, US
12 Month Gross Revenue
$2,500,000
Number 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.

 
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