$78MM AUM | $575,000 GDC in Fort Collins, CO

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Continuity
Location
Fort Collins, CO, US
Fee 0% Commission 100%
Gross Revenue
$575,000
# of Accounts
112
Avg Client Age
52
Overview

Looking to provide transition & succession solutions for retiring and transitioning advisors. I am able to provide multiple avenues regarding purchase or transition of your valued practice. I am also able to transition a full-spectrum of AUM as well as both fee and commission based practices. Thank you for your consideration and I look forward to our conversation.

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