$1.5B AUM | $15MM GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Scottsdale, AZ, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,500,000,000.00
Gross Revenue
$15,000,000.00
# of Accounts
10,000
Avg Client Age
62
Overview

I am looking to grow through acquisition. I have sold a portion of a practice in the past that was very successful and am now looking to acquire. My business focuses on goal-oriented financial planning, estate planning and retirement planning. Regarding investment solutions, I provide a sophisticated investment strategy for my clientele focusing on wealth generation and preservation.

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