$20MM AUM | $200,000 GDC in Tucson, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
91 days old
General
Compatibility
Location
Tucson, AZ, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
120
Avg Client Age
65
Overview

I am currently 37 years old and have been in the business for fifteen years. After spending over ten years working as an advisor for an independent firm I transitioned out on my own to a different independent broker dealer. I am in the process of growing my business and am working towards being 100% fee based. I do currently have some brokerage and outside mutual fund accounts. I am looking to purchase and or possibly merge if the right situation presents itself. My advisory book of business consists of individual stocks, ETFs and a small number of mutual funds. My average client is either nearing retirement or retired. My firm offers financial planning, investment management and helps facilitate estate documents and tax strategies for our clients. If you are considering retirement and are looking for succession or are wanting to merge and grow please reach out.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...