$8MM AUM | $90,000 GDC in Phoenix, AZ

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
123 days old
General
Listing Type
Buyer
Location
Phoenix, AZ, US
Fee 0% Commission 100%
Gross Revenue
$90,000.00
# of Accounts
150
Avg Client Age
60
Overview

My practice is about 90% in managed money. I do some insurance and annuities. I have some small 401(k) plans.

I would like to buy a practice that is mostly managed money.

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