Overview

We are an independend RIA located in Boulder, Colorado with an interest in purchasing a smaller firm in the area to add to our business. We have younger advisers who are slowly purchasing the business. Our client retention rate is upwards of 95% as is our staff retention. We believe our business is positioned well financially to absorb another adviser, possibly one who is looking to transition to retirement.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...