Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
490 days old
General
Location
Pittsburgh, PA, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
500
Avg Client Age
51
Overview

Advisor Listing - $250MM AUM Continuity Opportunity in Pittsburgh, PA

We are looking to expand our practice. We are a multi-disciplinary firm combining tax, investment management services, legal planning, and sophisticated risk management insurance designs. Ideally would like to find advisers who would like to join the firm with their existing book and/or ultimately buy-out their existing practice. We are currently in a strong growth mode and are open to various ideas and discussions that would ultimately benefit both parties.

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