$33MM AUM | $300,000 GDC in Tempe, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
464 days old
General
Location
Tempe, AZ, US
Listing Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$33,000,000.00
Gross Revenue
$300,000.00
# of Accounts
443
Avg Client Age
50
Overview

I'm looking to buy a book of business from an older advisor or consider merging. I have a strong Christian worldview and run my business with integrity. I mostly use TPMM or outsourced investment management. If I have clients ranging from 100k -2million. I'm moving from 60% fee based to 100% fee based in the next few years. I’m with the independent BD Cambridge Investment Reseach and have 90-100% payout with an awesome OSJ. I don’t plan on switching firms.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...