$58MM AUM | $336,000 GDC in West Jordan, UT

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
West Jordan, UT, US
Profile Type
Merge | Join A Practice | Buyer
Fee 0% Commission 100%
AUM
$58,000,000.00
Gross Revenue
$336,000.00
# of Accounts
65
Avg Client Age
50
Overview

I have a strong business and would like to grow by acquiring other financial practices. I am partners with a CPA and we have the ability to buy a successful practice. Together we manage over 58 million in assets. We have worked for Merrill Lynch and understand managing money. I have purchased before and will make the best offer and also the best transition at your speed. Please contact me for a confidential offer.

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