$500MM AUM | $5MM GDC in Pittsburgh, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Pittsburgh, PA, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$5,000,000.00
# of Accounts
1,500
Avg Client Age
60
Overview

I run an investment advisory & financial planning firm in Pittsburgh. A few of my Advisors and teams are looking to grow through purchasing a book or merging with other Advisors in the area. We are also looking for succession planning opportunities in the area.

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