$30MM AUM | $160,000 GDC in Phoenix, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
457 days old
General
Location
Phoenix, AZ, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$160,000.00
# of Accounts
150
Avg Client Age
60
Overview

I have a full service comprehensive financial planning practice. We help our clients with all retirement planning, insurance, estate planning and risk management. We are fee and commission based, fees are charged for portfolios and financial plans, commissions are paid from our insurance carriers.

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