$100MM AUM | $500,000 GDC in Sewickley, PA

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Sewickley, PA, US
Fee 0% Commission 100%
Gross Revenue
$500,000
# of Accounts
1,200
Avg Client Age
68
Overview

We are looking to help the right adviser(s) transition to their retirement by providing access to a growing progressive company that takes a comprehensive and holistic approach to helping their existing clients.

Extended Profile Information

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