$60MM AUM | $750,000 GDC in Lone Tree, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Lone Tree, CO, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
400
Avg Client Age
60
Overview

We are a group of independent advisors that operate in a branch atmosphere. We find that doing so allows us continuity, collaboration, and camaraderie not afforded in a solo practice. Our clients appreciate that we are not "lone wolves" but have all the flexibility afforded on the independent platform. We have several advisors that are looking to grow their books by purchasing someone else's book.

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