Market
RIA
Member Level
Chalice
Last Activity
this month
Profile Age
155 days old
General
Location
Scottsdale, AZ, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$1,200,000,000.00
Gross Revenue
$12,500,000.00
# of Accounts
12,500
Avg Client Age
60
Overview

We are a third-party asset manager that provides asset management to over 145 advisors around the country. We are looking to purchase books of businesses from advisors that are looking to sell or retire. We would leverage our network of advisors to introduce the newly purchased book of business to someone who is established in the area.

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