$300MM AUM | $2.3MM GDC in Phoenix, AZ

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Successor
Location
Phoenix, AZ, US
Fee 0% Commission 100%
$2,300,000
Gross Revenue
500
# of Accounts
55
Avg Client Age
Overview

We are a growing firm with 2 owners, both in our early 40's, and we are looking to grow through recruitment of both independent and wirehouse Advisors, acquisition, or merger. We are also looking to expand our capabilities and service offerings through these combinations and leverage the skills of everyone at the firm to provide a better client experience. We are currently RIA only, but we are open to adding a friendly B/D relationship to accommodate commission business.

Extended Profile Information

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