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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
South Jordan, UT, US
Fee 0% Commission 100%
$300,000
Gross Revenue
200
# of Accounts
55
Avg Client Age
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.

Extended Profile Information

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