$10MM AUM | $1.2MM GDC in Denver, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Denver, CO, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
Gross Revenue
$1,225,000.00
# of Accounts
150
Avg Client Age
60
Overview

Mostly insurance, $1,000,000 in commissions annually on insurance products. 1/3 of the insurance based GDC is in permanent life insurance. $225,000 on the securities side all managed accounts.
Some Franklin Square alternative investments.
A lot of 401K rollover potential.

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