Market
RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Draper, UT, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$550,000,000.00
Gross Revenue
$4,500,000.00
# of Accounts
1,000
Avg Client Age
50
Overview

We have had several acquisitions and are looking to continue to grow and, in the right circumstances, add additional advisors and practices to our firm.

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