$114MM AUM | $500,000 GDC in Centennial, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Centennial, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$114,000,000.00
Gross Revenue
$500,000.00
# of Accounts
500
Avg Client Age
65
Overview

We are dually registered, and have our own outside ria. Hopefully, in 20-25 years clients would feel that i've had a significant impact in their lives. We are about 85% fee based, and we manage client accounts in house, using very simple relative strength strategies using mutual funds and etfs. We have 3 successful transitions completed and have had over 90% client retention. I’m looking to continue to build our business through acquisitions. I would also entertain the idea of building an ria with other advisors.

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