$360MM AUM | $2.9MM GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Scottsdale, AZ, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$360,000,000.00
Gross Revenue
$2,900,000.00
# of Accounts
2,000
Avg Client Age
55
Overview

We are a 12 year old Independent Financial Planning and Investment Practice with Four Advisors and three licensed support staff and we have space for another three to five advisors. Our practice has $360M in AUM and we are growing at a rapid pace and we are interested in finding existing advisors who are interested in growing their practice and earning more money. We have proven systems and processes in place that allow an existing advisor to join us and take advantage of some tremendous opportunities. We are also very interested in acquiring existing practices or books or businesses and can offer extremely competitive succession plans to someone wishing to retire at some point in the future. Depending on the situation there could be opportunities for an equity stake in our practice.

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