$40MM AUM | $225,000 GDC in Pittsburgh, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Pittsburgh, PA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$225,000.00
# of Accounts
1,431
Avg Client Age
45
Overview

We are an financial service firm serving the needs of businesses and individuals and are committed to maintaining the highest standards of integrity and professionalism. Serving individuals, families and corporate retirement plans from 2 offices in the Pittsburgh area.

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