$33MM AUM | $265,000 GDC in Lakewood, CO

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
General
Compatibility
Location
Lakewood, CO, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$265,000.00
# of Accounts
376
Avg Client Age
51
Overview

My name is Keith Cusack and I'm looking to work with other advisor(s), potentially in a common office space, where we can grow our businesses through efficiencies of working together. I'm also interested in buying a practice as an organic means of growing my existing book of business. I've been in the Financial Services industry for 18 years. I have been growing my business through marketing and referrals. My current business is comprised of 60% advisory accounts, 15% variable annuities, 10% 401(k) plans and 15% commission based accounts. My book of business has $4 million is 401k plans at 11 companies and $28 million of family assets in 160 households.
As I stated I would like to grow my book of business through acquisition or merger with an advisor that is retiring in the next 5 years.

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