$600MM AUM | $3MM GDC in Greenwood Village, CO

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Continuity
Location
Greenwood Village, CO, US
Fee 0% Commission 100%
Gross Revenue
$3,000,000.00
# of Accounts
1,200
Avg Client Age
67
Overview

Looking to continue growing our culture in Denver metro through acquisitions and succession planning for advisors looking to retire.

• We are a comprehensive financial planning firm
• Six successful practice acquisitions since 2010
• Built the process and procedures to acquire and transition books of business
• Increased assets and revenue in each of the acquisitions
• We have staffed our office in Denver in anticipation of onboarding additional practices and clients

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...