$500MM AUM | $2.6MM GDC in Pittsburgh, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Pittsburgh, PA, US
Profile Type
Merge | Buyer
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$2,650,000.00
# of Accounts
1,750
Avg Client Age
65
Overview

We are a hybrid firm (fee based and commission revenue) doing predominantly discretionary asset management, financial planning and insurance risk management for individuals and families. We have three advisers with CFPs and three with CFAs in the office managing $500 million in client assets. We are looking to grow our firm by finding like minded, client focused advisers to join us and also opportunities to purchase the books of retiring advisers without a succession plan who want to place their clients with a highly capable firm whose advisers share a vision, focus on client service and commitment to taking care of their clients.

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