$23MM AUM | $95,000 GDC in Berthoud, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Berthoud, CO, US
Fee 0% Commission 100%
Gross Revenue
$95,000.00
# of Accounts
112
Avg Client Age
62
Overview

100% fee only owner operated RIA located in Berthoud CO, serving clients on a national level. My goal is to identify opportunities for expansion primarily through acquisition. However, under the right circumstances, I am willing to entertain a merger.

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