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Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

12% Comm
88% Fee

General

Location
Aspen, CO, US
12 Month Gross Revenue
$996,000
Number 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.

 
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