$300MM AUM | $2.1MM GDC in Midvale, UT

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Midvale, UT, US
Fee 0% Commission 100%
Gross Revenue
$2,100,000.00
# of Accounts
1,000,000
Avg Client Age
60
Overview

We are a Hybrid RIA that receives 95% of our revenue from the fee-based management of client’s investable assets. We pride ourselves in working as fiduciaries and CFP's which allows us to incorporate all aspects of financial planning in client engagements. We are looking to acquire and retire other advisor’s practices.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...