$180MM AUM | $1.3MM GDC in Chandler, AZ

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Continuity
Location
Chandler, AZ, US
Fee 0% Commission 100%
Gross Revenue
$1,300,000.00
# of Accounts
400
Avg Client Age
55
Overview

We are looking to purchase a practice, take on an existing advisor or become a succession plan. We are a franchise of Ameriprise Financial. We have taken on experienced advisors recently with great success. We have a great office in Chandler and have an unbelievable support staff. We have advisors of all ages and experience levels. We care deeply about our clients and look forward to growing our business. We are a Private Wealth Practice at Ameriprise, Top 6% of advisors qualify.

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