$10MM AUM | $135,000 GDC in Glendale, AZ

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Glendale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$135,000
# of Accounts
120
Avg Client Age
60
Overview

I am a wealth advisor that recently broke off on my own. Just over $10M. I am looking to grow my practice and an acquisition is the quickest way. I am 90% advisory based and poised well for the new DOL rules.

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