Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Phoenix, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,600,000,000.00
Gross Revenue
$12,000,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

Investment Advisor team looking to acquire or provide other advisors an opportunity to join our group. In addition, we have a unique program for an advisor looking to retire and/or sell.

Our team is offers the best of both worlds, bringing together the vast capabilities of a large financial institution combined with a boutique service model of a private family office. We are a multi generation team with partners ranging in age from their 30's thru their 70's.

We are interested in visiting with other advisors that are looking to retire in the next few years or wanting to monetize their practice. Your time wont be wasted and your likely to be pleasantly surprised.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...