$50MM AUM | $800,000 GDC in Lone Tree, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Lone Tree, CO, US
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
175
Avg Client Age
65
Overview

To look to buy or merge a practice. Other broker would look to be retiring in the next 2 years. Broker would make a move to UBS & get paid. I would take over the note upon Broker's formal retirement.

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