$2MM AUM | $150,000 Rev in
I recently registered as an RIA after building an insurance brokerage for the last 10 years. I have experience in insurance products, social security planning, alternatives, portfolio construction as well as many aspects of financial planning. Everything I've done I've done from scratch, I never broke away from a company or anything like that.
I'm very interested in growing my RIA Valhalla Advisors LLC organically and through acquisitions. I'm looking for a relatively small book of around $10-30Million.
Being that I'm 41 years old I have a long time to build and am interested in doing so. I have an office in Tempe AZ as well as Glendale AZ.