$115MM AUM | $1.2MM GDC in Scottsdale, AZ

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
$1,200,000
Gross Revenue
425
# of Accounts
60
Avg Client Age
Overview

We are a hybrid-RIA in Scottsdale that has built out a platform to enable advisors to get the advantages of larger scale without selling their practice. We have a collaborative environment of sharing best practices with one another while also providing succession plans for the right strategic opportunity.

Extended Profile Information

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