Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Scottsdale, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
450
Avg Client Age
55
Overview

$150MM AUM Opportunity in Scottsdale, AZ and Tampa Florida

The company is balanced between public, private and specialty insurance to provide a complete wealth management platform for clients.

Run by a former senior executive at Raymond James and a former #1 ranked mutual fund manager by Morningstar and Lipper, we have depth and breadth.

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