$165MM AUM | $1.3MM GDC in Glendale, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Glendale, CO, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$1,320,000.00
# of Accounts
627
Avg Client Age
45
Overview

Highwater Wealth Management (“HWM”) is an Investment Advisor, which is organized as a Limited Liability Company (LLC) under the laws of the State of Colorado. HWM was founded in 2011 and is owned and operated by Founder, George Dickson ___ provides customized investment advisory solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management and consulting services. HWM works with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio allocation. HWM will then construct a portfolio, consisting primarily of exchange traded funds (“ETFs”) and mutual funds to achieve the Client’s investment goals. The Advisor may also utilize individual equities and fixed income securities, including United States government bonds and municipal bonds to meet the needs of its Clients. HWM is interested in growing its practice through mergers and acquisitions and hopes to accomplish this by receiving information/leads from Succession Link.

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