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Financial Advisor   

$12MM AUM | $112,500 GDC in Gilbert, AZ

Member Level
Premier
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
Gilbert, AZ, US
12 Month Gross Revenue
$112,500
Number of Accounts
108
Avg Client Age
55

Overview

RIA firm with attached tax 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 ___-___-____.

 

Looking for Office Space in Gilbert, AZ

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