$64MM AUM | $606,000 GDC in Colorado Springs, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Merge
Location
Colorado Springs, CO, US
Fee 0% Commission 100%
$606,000
Gross Revenue
800
# of Accounts
58
Avg Client Age
Overview

We are a team practice with a strong financial planning bias. We both are CFP's. My partner is a CFA and manages the investments to support the plans. He serves on the El Paso County Retirement Plan Board and Investment Advisory Board for Ft. Lewis College. We plan to evolve our team practice into a business enterprise for a select number of advice and investment clients.

Extended Profile Information

Loading...