$400MM AUM | $1.5MM GDC in Mcmurray, PA

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
923 days old
General
Location
Mcmurray, PA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$400,000,000.00
Gross Revenue
$1,520,000.00
# of Accounts
1,275
Avg Client Age
60
Overview

An independent planning group in the south hills of Pittsburgh looking to acquire, merge or affiliate with a primarily fee based practice or be part of a succession plan.

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