$115MM AUM | $515,000 GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Scottsdale , AZ, US
Listing Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$115,000,000.00
Gross Revenue
$515,000.00
# of Accounts
80
Avg Client Age
65
Overview

We engage our clients through a comprehensive planning approach which is primarily geared towards high net worth individuals, families and closely held business owners ($5,000,000 - $25,000,000). Additionally, we do work with higher income professionals in the early stages of their careers. I am looking to create scale in my practice as well as a possible contingency/succession plan.

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