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Financial Advisor   

$41MM AUM | $260,000 GDC in Pittsburgh, PA

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Last Activity
this month

Business Mix:

20% Comm
80% Fee


Pittsburgh, PA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


Financial planning/IAR. We wish to grow through acquisition, succession, or merger in the Western PA and SW Florida markets.


Looking for Office Space in Pittsburgh, PA

I wish to expand throughout the country within the upcoming years and taking down, merging into, or becoming a successor to office space is detailed within our business plans.

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Has Office Space to Share in Pittsburgh, PA

My family has a 4th generation business that owns an office building with extra office space from one office to an entire floor.

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