Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Scottsdale, AZ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$300,000.00
# 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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