$100MM AUM | $500,000 GDC in Erie, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Erie, PA, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$500,000.00
# of Accounts
500
Avg Client Age
50
Overview

Financial Advisor in a team arrangment looking to expand in Cleveland and North Western PA. Will consider any opportunity to integrate as partner or assuming succession thru practice purchase

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