$75MM AUM | $600,000 GDC in Slc, UT

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Slc, UT, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$600,000.00
# of Accounts
1,700
Avg Client Age
50
Overview

Looking to join forces / merge with growth oriented, high quality, organization. I am currently in the process of transitioning my personal book to advisory, would like to get more associates to help me with this process and help create a structure that can support ultimate Succession. Also would like to help others transition.

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