Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Denver, CO, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$12,000,000,000.00
Gross Revenue
$52,000,000.00
# of Accounts
4,000
Overview

We are a national multi-office Retirement Plan Consultant primarily servicing institutional clients and high net-worth individuals. Looking to acquire/merge with advisors looking to be part of a larger team with significant resources or looking to exit the business.

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