$43,000 AUM | $320,000 GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
342 days old
General
Compatibility
Location
Scottsdale, AZ, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$320,000.00
# of Accounts
400
Avg Client Age
55
Overview

Looking to grow my practice by purchasing other practices. I am mainly fee based, but do offer Insurance, Annuities, College plans. I enjoy helping clients analyze their retirement and savings plans and help provide additional solutions. I am also looking to possibly add an advisor in the future, would not have to be in same location.

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