$34MM AUM | $300,000 GDC in Ogden, UT

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Ogden, UT, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$34,746,746.00
Gross Revenue
$300,000.00
# of Accounts
276
Avg Client Age
54
Overview

Independent & growing practice. I am an EA & CDFA. This brings a unique clientele to our firm. Our firm has the capacity to grow & is looking to expand into other states, specifically on the West & East coast. Seeking opportunities to expand our market & footprint. We are also looking for small firms looking to join our hybrid RIA practice.
Our primary custodian is Fidelity, but we also use Schwab & TDAmeritrade as well.

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