$1,500MM AUM | $15MM GDC in Scottsdale, AZ

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
$15,000,000
Gross Revenue
10,000
# of Accounts
62
Avg Client Age
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.

Extended Profile Information

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