Market
RIA
Member Level
Basic
Last Activity
this month
Profile Age
147 days old
General
Location
Scottsdale, AZ, US
Profile Type
Merge
Business Type
Registered Investment Advisor
AUM
$50,000,000.00
Gross Revenue
$320,000.00
# of Accounts
400
Avg Client Age
50
Overview

We are looking to leverage all of the financial services with other firms and share in additional revenues from the various services. We are a small firm but growing quickly. Please refer to our website: First Choice Financial Solutions, LLC.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...