$32MM AUM | $300,000 GDC in Mesa, AZ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Mesa, AZ, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# of Accounts
300
Avg Client Age
60
Overview

I am part of a team. We have a CPA and 3 advisors. I may be interested in buying a book of business or a handful of great clients. We are an RIA also. I do not want to switch firms and would prefer purchases at LPL already. If an advisor is willing to come here and help us transition his clients, we would be interested in that too.

Has Office Space to Share in Mesa, AZ

We have one room available and a spot for an assistant. There are 3 other guys in this office.

Contact to discuss details
 
Extended Profile Information

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