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Financial Advisor

$75MM AUM | $1.5MM GDC in Boulder, CO

Member Level
Premier
Last Activity
this week

Business Mix:

60% Comm
40% Fee

General

Location
Boulder, CO, US
12 Month Gross Revenue
$1,500,000
Number of Accounts
150
Avg Client Age
60

Overview

Holistic planning, wealth management and insurance. Looking for potential acquisitions and seasoned investment / insurance professionals to join our practice.

 

Has Office Space to Share in Boulder, CO

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