$140,000 AUM | $750,000 GDC in Pittsburgh, PA

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Pittsburgh, PA, US
Fee 0% Commission 100%
Gross Revenue
$750,000
# of Accounts
800
Avg Client Age
60
Overview

My business is mostly a fee based financial planning practice. We also use annuities, managed stock portfolios, and alternatives as satellite accounts to our core tactical process. I'm looking for smaller, local businesses interested in a short term merge/buyout. I want to grow responsibly/locally and have at least 20+ years until retirement. My primary focus on financial planning and meaningful client relationships.

Extended Profile Information

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