$92MM AUM | $800,000 GDC in Scottsdale, AZ

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
200
Avg Client Age
55
Overview

I'm looking to buy a solid book of business in Arizona or California, however, we do have clients in roughly 20 states.
The book would be one where the advisor has excellent, long-standing client relationships that have been built through best-in-class service over the years. This is how we take care of our clientele and is ingrained within the belief system in our office. Would prefer to identify the right fit, with the book being $15MM-$100MM in total AUM. Would prefer primarily fee-based accounts.

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