$350MM AUM | $4.4MM GDC in Scottsdale, AZ

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$4,400,000.00
# of Accounts
690
Avg Client Age
47
Overview

Private Wealth/Multi-Family Office. We work with families that possess between $5,000,000 and $100,000,000 of net worth, or incomes of $500,000 plus. We are currently on an aggressive growth path and are interested in talking with like minded fee based practices about the benefits of partnership and to see if our substantial experience and resources in marketing, prospecting and planning could be of benefit to you.

We have built out a very successful Private Wealth Advisory and are looking for strong individual advisors like you to discuss partnership opportunities. We have in house active asset management provided by a CFA, 3 CFP support staff developing financial plans, proposals and analysis to assist our client facing Wealth Advisors, and have refined our systems and processes enabling us to not only frequently meet HNW prospects but to close over 85% of our initial meetings. We are RIA only and have designed a unique means of delivering alternative investments (private placements, etc) via the RIA platform.

Headquartered in Scottsdale, AZ, we also have offices in Seattle, Denver, Orange County and Memphis.

Can we arrange to talk about your goals and see where we might have a fit?

You can reach me at ___ or directly on my mobile at ___-___-____ .

Thanks,
Paul Mershon

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