$75MM AUM | $580,000 GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Scottsdale, AZ, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$580,000.00
# of Accounts
350
Avg Client Age
60
Overview

Young advisors working a team practice (one a CFP, #145299, the other, a Series 24 Registered Principal) seeking to bring advisors located the Phoenix metro area to our independent practice. Current T12 production is $575k with $72m in AUM. Willing to work as a successor or outright purchase with transition timing. We have systems, processes, and technology measures in place to help you grow your insurance sales and AUM.

We purchased a practice from an advisor a few years ago, did a one year successful transition of his clients to us with 95% retention, and increased trail revenues by 50%.

Xerxes Nabong
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