$400MM AUM | $4MM GDC in Peoria, AZ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Peoria, AZ, US
Listing Type
Merge | Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$4,000,000.00
# of Accounts
1,200
Avg Client Age
55
Overview

Multi office Arizona based practice with 7 FA's and a total Team of 15. We have a $400 mm AUM, fee based, comprehensive financial planning business. Seeking experienced FA's who are either retiring within next 5 yrs or seek to join a Team to help grow their practice.

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