$85MM AUM | $420,000 GDC in Parker, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Parker, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$85,000,000.00
Gross Revenue
$420,000.00
# of Accounts
230
Avg Client Age
52
Overview

We are an independent fee only advisor based in Jacksonville, FL. We recently opened an office in Parker, CO and are looking to acquire a book of business in the Denver or Colorado Springs area. MFFM provides investment and estate planning services to 85 multi-generational families with $92 AUM.

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