Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Greenwood Village, CO, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$600,000,000.00
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

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