$321MM AUM | $2.4MM GDC in Sandy, UT

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Sandy, UT, US
Fee 0% Commission 100%
Gross Revenue
$2,383,000.00
# of Accounts
600
Avg Client Age
62
Overview

I run a fee-only RIA. We are looking to grow through acquisition. We would like to develop an East Coast presence. Currently we have only a handful of East Coast clients. Preferably we'd like to pick up $30-50M in AUM that is 90%+ fee based.

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