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

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Glendale, AZ, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$31,000,000.00
Gross Revenue
$291,000.00
# of Accounts
205
Avg Client Age
50
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.

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