$12MM AUM | $125,000 GDC in Greenwood Village, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Greenwood Village, CO, US
Fee 0% Commission 100%
$125,000
Gross Revenue
290
# of Accounts
50
Avg Client Age
Overview

My practice is growing through acquisition and referrals. I am moving towards written comprehensive planning for federal employees and civilians. I desire to expand the risk management and fee based areas of practice and would like to create a succession plan with advisor nearing retirement.

Extended Profile Information

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