Overview

Small, client focused, fee-only fiduciary RIA based in Colorado looking to grow AUM and Client Base in Western United States. Internal sales team with robo-dialing software creates leads for advisors. Firm offers clients a holistic, Personal CFO approach to asset management and financial counseling. Amenable to all practice types, ideally suited for practices under $20 million in assets. Looking to merge or purchase another advisory firm.

Market
Advisor/RIA
Last Activity
this week

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