$270MM AUM | $2MM GDC in Phoenix, AZ
Member is Interested In:
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.