$75MM AUM | $300,000 GDC in Scottsdale, AZ

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# of Accounts
300
Avg Client Age
66
Overview

We are a three person practice with over 70 years of experience combined. We are seeking to buy a local Scottsdale book of business. We are mainly fee based, with family and small business clients.

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