$22B AUM in Denver, CO

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
General
Compatibility
Location
Denver, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
# of Accounts
172
Overview

We provide investment consulting and fiduciary services to retirement plan sponsors, foundations and endowments. We hope to expand our business beyond internal growth strategies via targeted acquisition of businesses or book of business.

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