$850MM AUM | $9.5MM GDC in Thornton, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Thornton, CO, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$850,000,000.00
Gross Revenue
$9,500,000.00
# of Accounts
2,500
Avg Client Age
60
Overview

We are a financial planning and asset management firm based in Denver, CO with additional locations in Grand Junction, CO, Albuquerque, NM and Tucson, AZ. We work with a select group of families to help them achieve a work optional lifestyle.

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