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Financial Advisor   

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

Member Level
Premier
Last Activity
today

Business Mix:

20% Comm
80% Fee

General

Location
Scottsdale, AZ, US
12 Month Gross Revenue
$4,500,000
Number 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.

 

Has Office Space to Share in Scottsdale, AZ

Regional RIA with limited openings and full-service practice support in our Scottsdale, Tucson, and Salt Lake City offices.

Contact to discuss details
 
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