$86MM AUM | $400,000 GDC in Upper Saint Clair, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
547 days old
General
Location
Upper Saint Clair, PA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$86,000,000.00
Gross Revenue
$400,000.00
# of Accounts
250
Avg Client Age
60
Overview

We have a sizeable book of 401(k)/Retirement Plan business as well. Looking to purchase from individuals/groups who's book would be a good fit with our business model.

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