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Financial Advisor   

$300MM AUM | $2MM GDC in Phoenix, AZ

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Phoenix, AZ, US
12 Month Gross Revenue
$2,000,000
Number of Accounts
500
Avg Client Age
55

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.

 
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