Market
RIA
Member Level
Premier
Last Activity
today
Profile Age
645 days old
General
Location
Tucson, AZ, US
Profile Type
Buyer | Merge | Join A Practice
Business Type
Registered Investment Advisor
AUM
$9,000,000.00
Gross Revenue
$200,000.00
# of Accounts
22
Avg Client Age
60
Overview

I have a CPA/RIA practice in NW Tucson. Looking to buy or merge with a similar practice.

My interests are strictly in investment management and eventually want to spend my time in that part of the business versus tax and financial planning.

I have an associate CPA in my practice who will be handling the transition of my tax clients. I also am looking to bring on a junior advisor/trainee this year.

Best Regards,

John Daniels
190 W Magee, Suite 122
Tucson, AZ 85704
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