$41MM AUM | $350,000 GDC in Pittsburgh, PA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Successor
Location
Pittsburgh, PA, US
Fee 0% Commission 100%
$350,000
Gross Revenue
338
# of Accounts
60
Avg Client Age
Overview

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.

Contact to discuss details
 
Extended Profile Information

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