$55MM AUM | $715,000 GDC in Canonsburg, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Canonsburg, PA, US
Fee 0% Commission 100%
Gross Revenue
$715,000.00
# of Accounts
300
Avg Client Age
65
Overview

We are a full-service, well-established, comprehensive advisory practice in business over 25 years. We provide holistic financial planning and the entire spectrum of investment and insurance products to help our clients realize their goals and dreams. Our success as a practice is based on three primary factors: 1.) Cultivating deep connections with clients based on trust
2.) Competence in our field
3.) A robust and efficient infrastructure to help us provide outstanding client service

On this website I hope to grow by business through the purchasing of a practice; however, I am also open to a merger with another practice with similar values and goals.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...