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Financial Advisor   

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

Member Level
Premier
Last Activity
6 months or more

Business Mix:

35% Comm
65% Fee

General

Location
Scottsdale, AZ, US
12 Month Gross Revenue
$1,200,000
Number of Accounts
425
Avg Client Age
60

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.

 
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