$60,000 AUM | $120,000 GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Scottsdale, AZ, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$60,000.00
Gross Revenue
$120,000.00
# of Accounts
200
Avg Client Age
60
Overview

Financial Planning specializing in retirement income planning, estate planning with a charitable interests.

I moved to Arizona in December and would like to buy a practice or merge with some other practices that are interested in succession planning.

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