$500MM AUM | $3.8MM GDC in
Denver, Colorado Springs, Phoenix, Tucson, AZ
We are a Tucson, AZ based RIA (with a relationship with Mutual Securities for broker dealer business). We do business in Arizona and many surrounding states. We have approximately 20 financial advisors and about 40 employees total (including advisors). We are interested in talking to practices that would benefit from joining a larger group to have improved infrastructure and economies of scale. We're seeking "win-win" merger or acquisition opportunities.