$23MM AUM | $270,000 GDC in Scottsdale, AZ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$270,000
# of Accounts
106
Avg Client Age
60
Trailing Net Profit 12 Month
$125,000
Trailing Recurring Revenue 12 Month
$270,000
Clients in 100 Mile Radius
15
Time Frame to Sell
0
Purchase Options
  • Cash
  • Earn Out
  • Financed Sale
Overview

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.

Extended Profile Information

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