$120MM AUM | $550,000 GDC in Salt Lake City, UT

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Salt Lake City, UT, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$550,000.00
# of Accounts
350
Avg Client Age
50
Overview

I am an independent rep with Cambridge Investment Research. Part of a team called Investment Management Consultants.

My favorite platform is TD Ameritrade. I am a DFA advisor.

About 50% of my business is helping with 401k Plans. I am a member of the Retirement Plan Advisory Group (RPAG) as well.

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