$29MM AUM | $200 GDC in Lakewood, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Lakewood, CO, US
Fee 0% Commission 100%
Gross Revenue
$200
# of Accounts
200
Avg Client Age
60
Overview

I would like to acquire a $10M to $25M AUM practice to merge into my practice. I also want to implement a better succession plan for myself.

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