$88MM AUM | $1MM GDC in Broomfield, CO

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Broomfield, CO, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
200
Avg Client Age
65
Overview

We are an investment advisory firm founded in 1997. The firm works directly with retail clients seeking financial planning, advisory, or investment management services. In addition, because of the firm’s direct relationship and common ownership of a retirement planning TPA., which offers consulting and administrative services to ERISA qualified retirement plans, the firm frequently works in an institutional capacity to numerous qualified retirement plans.

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