$80MM AUM | $625,000 GDC in
Cranberry Township, PA
$80MM AUM / $625K Gross Revenue / My book of business is evenly split between brokerage and advisory. I manage approximately 120 households, and 50% of my revenue generated is fee-based.
I plan to retire within the year 2025-2026. I prefer to bring somebody on board ahead of time as I service the accounts during the transition.
My ideal candidate would be a client-centered CFP, located within 25-50 miles of my current location.