Market
RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
211 days old
General
Location
American Fork, UT, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$25,000,000.00
Gross Revenue
$350,000.00
# of Accounts
188
Avg Client Age
55
Overview

I have been a Financial Advisor/RIA for over 12 years. I thrive on taking care of my clients financial needs and treating them like family. I manage multiple strategies for clients in an advisory platform primarily focused on income producing investments. I am looking for a practice to buy that has quality clients and relationships. I am located in American Fork, Utah.

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