Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Boulder, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$350,000.00
# of Accounts
250
Avg Client Age
55
Overview

I would like to identify an opportunity to purchase a book.

Welch Financial Planning, LLC launched in 2007. We are a high touch firm focusing on comprehensive financial planning. Our AUM fees include asset management and financial planning. I'm a Boulder native and with strong ties to the community. Purchase decisions based primarily on culture. I have financing in place. ___-___-____. Thanks, Tron

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