$20MM AUM | $200,000 GDC in Gilbert, AZ

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Gilbert, AZ, US
Fee 0% Commission 100%
$200,000
Gross Revenue
76
# of Accounts
58
Avg Client Age
Overview

I run a boutique advisory practice. My desire is to provide first-class service to a small group of high net-worth households. My practice is nearly 100% fee based. As a Christian, I view my role as an opportunity to serve the needs of my clients with the highest level of integrity. I'm looking at the potential of purchasing or merging a similar book of business.

Extended Profile Information

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