$60MM AUM | $650,000 GDC in Phoenix, AZ

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Phoenix, AZ, US
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
450
Avg Client Age
55
Overview

Full service financial planning and wealth management firm, with strategic partnership with a multifamily office.

Looking at multiple ways to increase book size, and client reach.

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