$66MM AUM | $500,000 GDC in Fort Collins, CO

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Continuity
Location
Fort Collins, CO, US
Fee 0% Commission 100%
$500,000
Gross Revenue
112
# of Accounts
52
Avg Client Age
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.

Has Office Space to Share in Fort Collins, CO

We have office space available in a Class A+ building for a transitioning Advisor if they selected to matriculate to the firm.

Contact to discuss details
 
Extended Profile Information

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