$30MM AUM | $250,000 GDC in Pittsburgh, PA

Market
Advisor
Member Level
Lite
Last Activity
today
General
Listing Type
Buyer
Location
Pittsburgh, PA, US
Fee 0% Commission 100%
$250,000
Gross Revenue
500
# of Accounts
45
Avg Client Age
Overview

After building a $300+ million SEC 3rd party money manager business, I am looking to go into private practice and be a successor to an established practice. Additionally, I have built and operated my own independent planning practice with AUM of $30 million.

Extended Profile Information

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