$1.9B AUM | $3.3MM GDC in Denver, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Denver, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$1,900,000,000.00
Gross Revenue
$3,325,000.00
# of Accounts
1,500
Avg Client Age
50
Overview

Looking to buy books of business.

Business Mix Info

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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Insurance Business

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