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Financial Advisor   

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

Member Level
Lite
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Denver, CO, US
12 Month Gross Revenue
$150,000
Number 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

Looking for office either in Cherry Creek, Highlands or possibly Tech Center. Need broadband connection/WiFi

Contact to discuss details
 
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