$19MM AUM | $240,000 GDC in Gilbert, AZ

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Gilbert, AZ, US
Fee 0% Commission 100%
$240,000
Gross Revenue
120
# of Accounts
56
Avg Client Age
Overview

RIA firm with attached tax & Accounting business. We manage funds in house, looking to grow through acquisition or merger of firms. Long term goal is to have a second location in Southern California. Please call anytime to chat James ___-___-____.

Extended Profile Information

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