$240MM AUM | $1.7MM GDC in Tucson, AZ

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Tucson, AZ, US
Fee 0% Commission 100%
Gross Revenue
$1,720,000
# of Accounts
1,800
Avg Client Age
58
Overview

Hello, we are an independent investment advisory firm located in Tucson. We have purchased eleven practices within the past sixteen years. We manage ~$240mm with four advisors and a staff of four. Our advisors are multigenerational, so our succession plan is in place. We have excess capacity and a strong desire to grow. We would be open to purchasing practices, either all at once or piecemeal. Please give me a call, Bart Schannep at ___-___-____ or ___ to discuss.

Extended Profile Information

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