$7MM AUM | $150,000 GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
395 days old
General
Location
Scottsdale, AZ, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$7,000,000.00
Gross Revenue
$150,000.00
# of Accounts
60
Avg Client Age
45
Overview

Energetic 42 year old with 20 years of industry experience. I sold a property and casualty agency and am building a new business with a mix of advisory business and life, DI, and LTC business with a holistic planning focus. Looking to buy a book of advisory business to help with growth. Ideally, seller would be willing to stay on for a period of time for a smooth client-focused transition.

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