Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
General
Location
Scottsdale, Tempe, Glendale, Phoenix, AZ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$825,360,750.00
Gross Revenue
$6,275,150.00
# of Accounts
2,950
Avg Client Age
61
Overview

We are interested in oppporunities to build our practice through acquisition, mergers, and/or succession. We are also looking to add several experienced advisors to our team. We have fully staffed office space available and could be a great option for a breakaway advisor looking for an easy plug and play with great infrastructure and experience.

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