$1MM AUM | $10,000 GDC in Scottsdale, AZ

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$10,000
# of Accounts
100
Avg Client Age
55
Overview

Investment advisor with a focus on retirement income planning. Looking to buy book of business.

Extended Profile Information

Loading...