$35MM AUM | $240,000 GDC in Littleton, CO

Market
Advisor
Member Level
Lite
Last Activity
this week
General
Listing Type
Buyer
Location
Littleton, CO, US
Fee 0% Commission 100%
Gross Revenue
$240,000
# of Accounts
135
Avg Client Age
65
Overview

Independent fee-based RIA firm in Littleton. We are a father-son team and looking to grow our business through acquisition with newly added capacity. We are very client centric and put a high value on client service and personal relationships. Looking for a partnership/acquisition opportunity with a business that works similarly with their clients. Look forward to speaking. Thank you!

Extended Profile Information

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