$100MM AUM | $1.1MM GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
405 days old
General
Compatibility
Location
Scottsdale, AZ, US
Listing Type
Join A Practice
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
325
Avg Client Age
55
Overview

I am taking on a junior partner to grow the business. We have many clients in Utah and would like to buy a book there to continue expanding in that market. Our clients include professional athletes, social media influencers, and people in the auto industry (and car enthusiasts).

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