$135MM AUM | $1.4MM GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Compatibility
Location
Scottsdale, AZ, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,355,000.00
# of Accounts
800
Avg Client Age
65
Overview

We are looking for advisors that would like to have a succession plan in place if they can see themselves retiring in the next 5 years. Maybe you want to downsize, work part-time or have additional resources without the associated costs.

We will also selectively have advisors join our platform and help them build their practice.

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