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Financial Advisor   

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

Member Level
Premier
Last Activity
within 2 months

Business Mix:

20% Comm
80% Fee

General

Location
Pittsburgh, PA, US
12 Month Gross Revenue
$750,000
Number 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.

 
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