$30MM AUM | $1MM GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Scottsdale, AZ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
280
Avg Client Age
67
Overview

Comprehensive wealth management, including insurance, alternatives and fee-based advisory services.

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