$2MM AUM | $80,000 GDC in Greenwood Village, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Greenwood Village , CO, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$2,000,000.00
Gross Revenue
$80,000.00
# of Accounts
350
Avg Client Age
35
Overview

I am a CFP, MBA that works with clients on planning. Currently in the small business space and the emerging affluent world. I am looking to grow and help older advisors transition. I would like to just learn more about this site and what it is.

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