$260MM AUM | $2.3MM GDC in Phoenix, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Phoenix, AZ, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$2,300,000.00
# of Accounts
388
Avg Client Age
59
Overview

We are a team practice with a succession plan in place looking to acquire practices. We provide financial planning and implementation strategies. We are looking to grow but not merge or be acquired. We have real estate to house someone looking to join a team as well. We are open to transition discussions of varying degrees.

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