$90MM AUM | $650,000 GDC in Scottsdale, AZ

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Continuity | Join A Practice
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
320
Avg Client Age
60
Overview

We are a sales/relationship driven holistic wealth management firm focused on wealth preservation, growth, diversified asset management, risk management and insurance. Our client base is mostly professionals, business owners, retirees and some groups. We are 100% RIA with no Broker Dealer affiliation. We are looking for potential merge/purchase opportunity with a firm that will provide us scale and complimentary skill sets.

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