$82MM AUM | $550,000 GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
185 days old
General
Location
Scottsdale, AZ, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$82,000,000.00
Gross Revenue
$550,000.00
# of Accounts
380
Avg Client Age
60
Overview

My business is primarily individuals/families that range from 10 years to retirement to well into retirement. My business is fee based and based upon planning. I am looking to acquire business with assets more than 50 million and revenue greater than 350k.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...