$50MM AUM | $258,000 GDC in Denver, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Denver, CO, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$258,000.00
# of Accounts
405
Avg Client Age
44
Overview

Currently have about $50m AUM - mostly Advisory/Fee - many 401k plans, complete planning practice, - tax efficient portfolios, trusts, Qualified plans, etc... a lot of Estate planning and business succession planning, Deferred Comp, etc...

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