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Financial Advisor   

$200MM AUM | $1.2MM GDC in Pgh, PA

Member Level
Basic
Last Activity
this month

Business Mix:

5% Comm
95% Fee

General

Location
Pgh, PA, US
12 Month Gross Revenue
$1,250,000
Number of Accounts
200
Avg Client Age
60

Overview

We are a $200M hybrid RIA. 90% of our business is advisory business.

 
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