$500MM AUM | $4.5MM GDC in Scottsdale, AZ

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$4,500,000.00
# of Accounts
2,000
Avg Client Age
64
Overview

We are is a diversified financial advisory firm headquartered in Scottsdale, Arizona. The firm and its advisors serve foundations, business entities, and affluent individuals and families through fee-based financial planning and investment portfolio management, retirement plan consulting, and related financial education programs.

We are committed to a culture of excellence, integrity, and respect in every aspect of its business. The firm also strives to remain at the forefront of technological innovation and thought leadership within the financial services industry.

Advisors, staff, and strategic partners are encouraged to apply both independent thought and collegial collaboration to every unique client case. Combined with the firm’s commitment to efficiency and automation, this creates space for the client and advisor to build a more meaningful relationship and discover new opportunities for financial progress.

The firm currently has two offices in Arizona, one in Utah, and has expansion plans for the West Coast and beyond.

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