$95MM AUM | $700,000 GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
422 days old
General
Location
Scottsdale, AZ, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$95,000,000.00
Gross Revenue
$700,000.00
# of Accounts
260
Avg Client Age
57
Overview

Established in 1990 we are a 100% Fee only investment advisory firm. DFA funds on the equity side; individual bonds and private real estate and alternative funds. We have a Scottsdale and Prescott office serving clients in AZ and 6 other States. We are not interested in selling our practice. We are interested in others, with a revenue source of clients, who may be looking to sell, merge or have a succession exit planned.

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