Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
696 days old
General
Location
Sun City, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000.00
Gross Revenue
$350,000.00
# of Accounts
260
Avg Client Age
65
Overview

I am a CPA/CFP looking to expand my practice via acquisition. We handle both tax and investment management in our office. We have two office locations in Sun City and Scottsdale Arizona. I am hoping to expedite our growth by purchasing existing books of business.

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