Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Pittsburgh, PA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$440,000.00
# of Accounts
481
Avg Client Age
50
Overview

I focus on financial planning for retirement. Most of my clients are either nearing retirement or are currently retired. I have been focusing on managed money for the past number of years. I'm looking for the right opportunity to expand my practice and buy an existing book.

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