$200 AUM | $150 GDC in Phoneix, AZ

Market
Advisor
Member Level
Basic
Last Activity
this week
Listing Age
404 days old
General
Listing Type
Buyer | Successor
Location
Phoneix, AZ, US
Fee 0% Commission 100%
Gross Revenue
$150
# of Accounts
200
Avg Client Age
70
Overview

My goal is to partner with a liked minded successful professional/firm and create a succession plan to eventually take over/buy the practice. I have 19 years industry experience several types of organizations large financial institution, small independent RIA firm, and an accounting firm.

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