$70MM AUM | $600,000 GDC in Denver, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Denver, CO, US
Fee 0% Commission 100%
Gross Revenue
$600,000
# of Accounts
100
Avg Client Age
55
Overview

We are focusing primarily on gathering assets. We deploy a very process oriented financial planning based regimen to attract high net worth clients.

Extended Profile Information

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