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Financial Advisor   

$65MM AUM | $1.3MM GDC in Phoenix, AZ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Phoenix, AZ, US
12 Month Gross Revenue
$1,300,000
Number of Accounts
1,000
Avg Client Age
45

Overview

We have turned the corner and have positioned much of our client base into fee based investments now. We have some stability and we're adding about 40m per year in new AUM. But, we work a lot to get that business. Looking to buy a book of business to relieve some of that spent activity and be more efficient with our time. We have 7 advisors right now and room to add a couple more.

 
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