$23MM AUM | $270,000 GDC in Scottsdale, AZ
Member is Interested In:
- Earn Out
- Financed Sale
We are a discretionary RIA which utilizes individual securities and ETFs and to a very limited degree mutual funds. Are average client has been with over 15 years due to are high client touch and returns We have clients primarily in the Southwest and Northeast, but have some scattered everywhere. Most interested in working with a group interested in building their exposure around the country rather than one looking to expand by just acquiring a book.