$25MM AUM | $200,000 GDC in Denver, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Denver, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
92
Avg Client Age
42
Overview

We are a 10-year old practice, doing comprehensive financial planning for 200 families. We have a team size of 4, adding 2 additional this summer. The team includes 2 CFPs. Though we have 40 years of experience among the four of us, our average age is 33. As such, we have 25-30 years of continuity, before creating our own succession plan. We are tying to grow our AUM practice, which was $5m 4 years ago, and is now $25m, as well as engage more retiree clients in their "distribution" phase. We help our clients with insurance, investment, and comprehensive financial planning, including fee-based planning, should they so choose.

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