Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Scottsdale, AZ, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$284,000,000.00
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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