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

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Lone Tree, CO, US
Listing Type
Buyer | Merge
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...