$21MM AUM | $325,000 GDC in Scottsdale, AZ

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$325,000
# of Accounts
167
Avg Client Age
54
Overview

Independent & comprehensive wealth management firm with a fee-based business model. Provide financial planning, investment and portfolio management, retirement planning, life insurance, annuities, long term care solutions.

Extended Profile Information

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