$7.5MM AUM | $85,000 GDC in Chandler, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Chandler, AZ, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$85,000.00
# of Accounts
152
Avg Client Age
48
Overview

I am seeking to either merge with or acquire a small to medium sized fee-based firm in the state of Arizona. I will need financing also. I would like a firm with a consistent revenue stream. I would like the average age client to be between 45-65. I would also like to have this practice have a Financial Planning & Insurance component, in addition to the fee-based business.

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