$70MM AUM | $388,000 GDC in Tucson, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
139 days old
General
Compatibility
Location
Tucson, AZ, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$388,000.00
# of Accounts
500
Avg Client Age
65
Overview

Looking to buy practices to add to my young partners book who is my son. I do plan to work another 15 years and have my son succeed my book. He is currently a candidate for the CFP course as well as an AIF candidate. We do manage accounts using Technical Analysis the Dorsey Wright system for 25 years. He has worked for me stuffing envelopes and miscellaneous work projects.

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