$5MM AUM | $225,000 GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
388 days old
General
Location
Scottsdale, AZ, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$5,000,000.00
Gross Revenue
$225,000.00
# of Accounts
100
Avg Client Age
50
Overview

IAR with 8.5 years experience in insurance/risk management, investments, managed money, alternative investments, and financial planning. Currently in an independent hybrid model looking to accelerate growth through acquisition.

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