$28MM AUM | $150,000 GDC in Colorado Springs, CO

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Colorado Springs, CO, US
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
150
Avg Client Age
38
Overview

I am a CFP and have a wealth management practice that consists of 3 staff members. I'm looking to purchase another practice from a retiring advisor and/or merge their book of business in with mine. We focus on comprehensive planning on both the personal and business markets.

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