$50MM AUM | $400,000 GDC in Phoenix, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Phoenix, AZ, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$400,000.00
# of Accounts
200
Avg Client Age
60
Overview

RIA, Fee-Based, Asset Under Management focused practice. Also offer Fixed Index Annuities, LTC, DI and life insurance as needed. Need back up and Portfolio Management help as I build client relationships and grow marketing efforts. Want a succession plan and will consider buying and/or merging with another practice. Open minded to the right opportunity and match.

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