$120MM AUM | $1MM GDC in Chandler, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Chandler, AZ, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
180
Avg Client Age
65
Overview

Independent financial planning firm looking to grow by buying or merging practices for synergies and continuity. We are fee based and focus on comprehensive financial planning utilizing the latest technology for effectiveness and efficiencies. We are looking to add one or two like minded adviser(s) to be a part of our growth and/or to provide a succession plan.

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