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Financial Advisor   

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

Member Level
Lite
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
Littleton, CO, US
12 Month Gross Revenue
$240,000
Number 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!

 
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