Market
RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Monument, CO, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$34,000,000.00
Gross Revenue
$325,000.00
# of Accounts
426
Avg Client Age
58
Overview

We are interested in AUM growth via firm acquisition in and around the state of Colorado. Our firm is a fee-only independent firm that believes in adherence to low-cost investment options. The majority of our investment selection focus around ETF's and low cost or no cost mutual funds.

We also have realized successes in assisting advisors that are interested in transitioning from the traditional captive position to independence.

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