$15MM AUM | $150,000 GDC in Denver, CO

Market
Advisor
Member Level
Lite
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Successor
Location
Denver, CO, US
Fee 0% Commission 100%
Gross Revenue
$150,000
# of Accounts
25
Avg Client Age
50
Overview

Looking to merge or acquire fee based firm that is preferably utilizes Fidelity as a custodian in the Denver area.

I have a strong stock compensation and research background and would like flexibility regarding portfolio management

Looking for Office Space in Denver, CO

No longer working can't figure out how to delete

Contact to discuss details
 
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