Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Yuma, AZ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
400
Avg Client Age
62
Overview

We are actively looking to grow our financial advisory business in Southwest and Southern Arizona. Our structure is fairly unique in that it's a partnership with a CPA firm and an estate planning firm so that we can provide the most comprehensive advice available.

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