$90MM AUM | $800,000 GDC in South Jordan, UT

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
South Jordan, UT, US
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
350
Avg Client Age
58
Overview

Oquirrh Wealth Advisors is a private wealth advisory practice of Ameriprise Financial. We are independent financial advisors and own an Ameriprise Franchise. There are 4 financial advisors. All are either CFPs or are studying for the CFP designation. We are looking to grow significantly and would love to purchase a practice that is focused on providing ongoing advice. The focus of our business is ongoing financial planning.

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