$85MM AUM | $2MM GDC in Phoenix, AZ

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Phoenix, AZ, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

I want to grow and build a practice. I bought my first mutual fund when i was 10 and i have never looked back. I am 39, have an amazing family and I would love to find advisers that need a succession plan and explore whether I would be a good fit for you and your business. I have built my business from the ground up and am now working to make it even bigger. Please contact me to see if I have the right stuff for your clients. I have a very clear picture for the future and am excited about the prospects to build the preeminent financial advisory practice in the nation. I am fully registered, complaint free and I have successfully closed an acquisition already. I know what is needed to get a transaction like this done.

Thank you so much for the opportunity.

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