Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
136 days old
General
Location
Tucson, AZ, US
Profile Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
800
Avg Client Age
60
Overview

We at Elite Consulting Partners are representing an advisor who is looking for a successor for his clients and ONLY interested in an advisor who would move to his broker dealer, RIA affiliates. The advisor has over 30 years of experience. There is one full time sales assistant and one part time sales associate. The clients are all in the Tucson area. There are about 325 households with the average age of 60 years old. The practice is 94% advisory accounts where the advisor is managing mutual funds models. Currently there is about $130mm in assets that generate about $1.1mm in revenue. Again, this particular advisor recently changed broker dealers and RIA's so there is zero interest in moving again.

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