$30MM AUM | $315,000 GDC in Phoenix, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Phoenix, AZ, US
Listing Type
Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$315,000.00
# of Accounts
200
Avg Client Age
60
Overview

Primarily fee-based stable practice concentrated in Phoenix area, clients largely professionals. Need association with a practitioner or team, preferably affiliated with SagePoint and in Arizona (must have Az. office or be seriously committed to having me help build one here), that excels at marketing and bringing in new assets. Want to spend next several years growing, managing, mentoring practice leading to eventual transition/exit plan. Open to selling as part of a merger to or buying to combine forces and add additional practices. Need BD affiliation to collect trails. Not interested in "I want to recruit you and buy your book, with no local support” offers. Flexible and open to outside the box opportunities.

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