$175MM AUM | $1.8MM GDC in Glendale, AZ

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
464 days old
General
Location
Glendale, AZ, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$175,000,000.00
Gross Revenue
$1,750,000.00
# of Accounts
2,000
Avg Client Age
50
Overview

Our firm has 15 Advisors across the valley. We are a fee-based firm that believes great customer service, a hands on client approach, client education and long-term investing. Our office is in Glendale, AZ near Arrowhead Mall, but we are in the process of opening an office in Chandler and Tucson.

We are looking to buy books of business and help people transition into retirement with our vesting program. Also, if you are wanting to stay in the industry and you are looking to grow your practice we can definitely help. We do the prospecting for you. We have the leads and you will actually not have to prospect again. We just need the Financial Advisors to help service our prospects. We provide great compensation, marketing and a niche audience.

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