$625MM AUM | $2.6MM GDC in Phoenix, AZ

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Phoenix, AZ, US
Fee 0% Commission 100%
Gross Revenue
$2,600,000
# of Accounts
600
Avg Client Age
60
Overview

We provide complete holistic financial planning, interaction and coordination of a clients various advisors, and portfolio management. We prefer a portfolio comprised largely of low cost efficient mutual funds, we do also use some opportunistic actively managed funds. We have credentialed and experienced investment committee and planning staff, and can be a turn key solution for a quick sale, succession, or facilitate a semi retirement for a longer phase out if desired. We have successfully completed prior acquisitions and can provide an appropriate plan once we have appropriate inputs from a seller.

Extended Profile Information

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