$160MM AUM | $996,000 GDC in Aspen, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Aspen, CO, US
Fee 0% Commission 100%
Gross Revenue
$996,000
# of Accounts
900
Avg Client Age
60
Overview

We run a practice focused on fee-based wealth management. We also offer financial planning services to our clients.
Our practice has growth over the past 13 years through acquisition of six practices. We would like to continue to grow it by working with advisors who have similar practices and would like to transition their clients and practice.

Extended Profile Information

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