$87,000 AUM | $850,000 GDC in Denver, CO

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Denver, CO, US
Listing Type
Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$850,000.00
# of Accounts
1,285
Avg Client Age
57
Overview

We are a two advisor office providing individuals and small business owners with money management (fee and commission), insurance and comprehensive financial planning services. We are interested in merging with other practices for succession and continuity planning. We are unlikely to change B/D affiliation.

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