$70MM AUM | $550,000 GDC in Fort Collins, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Fort Collins, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$550,000.00
# of Accounts
290
Avg Client Age
60
Overview

We are a team of advisors that are able to serve your clients for the generations to come. We would love to meet to see if there is a cultural fit and that you feel that we are the right advisors to take on the responsibility of delivering the level of service you clients have come to expect. We require introductions for transition and can offer cash for those opportunities that the financials substantiate. Please call to set up a meeting and let's get acquainted and see if there is the potential for a fit. ___-___-____

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