$40MM AUM | $300,000 GDC in Fort Collins, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Fort Collins, CO, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# of Accounts
150
Avg Client Age
65
Overview

I have a wealth management practice where my primary focus is helping clients protect and manage their money while generating sufficient income in their retirement years.

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