$90MM AUM | $600,000 GDC in Phoenix, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
348 days old
General
Compatibility
Location
Phoenix, AZ, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$600,000.00
# of Accounts
200
Avg Client Age
62
Overview

I am looking to merger with another financial advisory firm or buy an existing book.

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