$150MM AUM | $1MM GDC in Scottsdale, AZ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
$1,000,000
Gross Revenue
250
# of Accounts
60
Avg Client Age
Overview

I am looking for an experienced planner to be a successor and/or merge into a high level financial planning practice. A perfect opportunity for a solid producer who needs introductions to the mass affluent and high net worth clients. We are also buyers for the right opportunity.

Has Office Space to Share in Denver, CO

Class A and subsidized

Contact to discuss details
 
Extended Profile Information

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