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Financial Advisor   

$56MM AUM | $525,000 GDC in Prescott, AZ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Prescott, AZ, US
12 Month Gross Revenue
$525,000
Number of Accounts
225
Avg Client Age
68

Overview

95% fee based - hands on investment management. Pershing programs.

Want to buy a book of business between $10,000,000 and $60,000,000

 

Looking for Office Space in Prescott, AZ

Looking for bigger conference room and better use of space

You must sign up or to discuss details.

 

Has Office Space to Share in Prescott, AZ

One extra office.

You must sign up or to discuss details.

 
Extended Profile Information

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