$25MM AUM | $385,000 GDC in Phoenix, AZ

Market
Advisor
Member Level
Basic
Last Activity
today
Listing Age
399 days old
General
Listing Type
Buyer | Merge
Location
Phoenix, AZ, US
Fee 0% Commission 100%
Gross Revenue
$385,000
# of Accounts
300
Avg Client Age
55
Overview

We've been in business for 18 years as a financial planning and portfolio management firm. We have offices in both Seattle and Phoenix and are looking to either purchase a book or hire an experienced advisor to work with us.

We are completely independent and own our RIA.

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