$145MM AUM | $1.5MM GDC in Sandy, UT

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Sandy, UT, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
750
Avg Client Age
62
Overview

We are a financial planning firm. Our main focus is on assets under management. Most of our accounts are with TD Ameritrade. We also do a lot of business in annuities and life insruance. We are just looking to buy some additional books of business

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