$31MM AUM | $291,000 GDC in Glendale, AZ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Glendale, AZ, US
Fee 0% Commission 100%
$291,000
Gross Revenue
205
# of Accounts
50
Avg Client Age
Overview

I am a fee-only RIA. I have strong annual growth but feel there would be value in partnering with another RIA that shares my values and business goals. I currently run my own RIA firm and custody through TD Ameritrade.

Extended Profile Information

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