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Financial Advisor

$64MM AUM | $680,000 GDC in Tucson, AZ

Member Level
Basic
Last Activity
within 2 months

Business Mix:

20% Comm
80% Fee

General

Location
Tucson, AZ, US
12 Month Gross Revenue
$680,000
Number of Accounts
551
Avg Client Age
65

Overview

We have aum in the 60 to 70 million range. We are looking to grow through buying a few practices.
We work with clients on Estate Planning, Protection Planning, Income Planning, Tax Planning and Investments. We are primarily fee based.

 
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