$200MM AUM | $1MM GDC in Pittsburgh, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Pittsburgh, PA, US
Listing Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
150
Avg Client Age
60
Overview

To find practices looking for merger opportunities or practices concerned about succession.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...