$284MM AUM | $2.2MM GDC in Scottsdale, AZ

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$2,200,000.00
# of Accounts
1,500
Avg Client Age
68
Overview

Successful mid-size hybrid RIA firm seeking new business development opportunities

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