$31MM AUM | $573,263 GDC in Phoenix, AZ

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Phoenix, AZ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$31,760,330.00
Gross Revenue
$573,263.00
# of Accounts
804
Avg Client Age
55
Overview

The main client base is self employed with high net worth. We also manage a life insurance review and recommendation division that works with outside Financial Advisors.

We have open offices and would be interested in taking in another advisor to our firm or leasing office space.

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