Market
Advisor/RIA
Member Level
Chalice
Last Activity
today
General
Location
Colorado Springs, CO, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$600,000.00
# of Accounts
500
Avg Client Age
60
Overview

Independent Registered Investment Adviser, providing "The Complete Solution"; financial planning, investment counsel and portfolio management on a fee-only basis.

Seeking committed, like-minded advisers (CFP preferred but not required) to join our firm with the possibility of future ownership/succession.

Also interested in acquiring business that are a good fit.

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