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Financial Advisor   

$40MM AUM | $300,000 GDC in South Jordan, UT

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
South Jordan, UT, US
12 Month Gross Revenue
$300,000
Number of Accounts
200
Avg Client Age
55

Overview

We are a dual licensed fee-based RIA and are interested in buying additional planning practices. We are also an OSJ office for Royal Alliance and have several branch-office reps that are looking for successors to their businesses.

 
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