Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Scottsdale, AZ, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
500
Avg Client Age
67
Overview

Interested in meeting other advisors who have a mature practice and are looking to transition to retirement. Interested in buying or merging and for succession planning opportunities.
___

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...