$115MM AUM | $1.3MM GDC in Flagstaff & Scottsdale, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Flagstaff & Scottsdale, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$115,000,000.00
Gross Revenue
$1,300,000.00
Overview

We are looking to add a location in Scottsdale. My production includes OSJ revenue. Actual personal production is 80/20 fee to transaction. We are fiercely independent firm specializing in comprehensive wealth management following the CEG model. RIA assets are custodied at Schwab. ___

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