$13MM AUM | $188,000 GDC in Colorado Springs, CO

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Successor
Location
Colorado Springs, CO, US
Fee 0% Commission 100%
Gross Revenue
$188,000.00
# of Accounts
120
Avg Client Age
56
Overview

CFP with a small advisory business! Traditional Financial Planning Model, with a focus on personal attention to the client and their needs.

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