$500MM AUM | $1.5MM GDC in Denver, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Denver, CO, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
1,500
Avg Client Age
53
Overview

Looking to partner with advisors that want to grow their practices. We also have helped advisors that want to transition their customers to a team of financial planners. We are looking to grow our own books of business and help others transition theirs, prefer they stay on at least 2 years or as long as they are enjoy the business. We have help 3 advisors transition in the last couple of years, references are available upon request. We are a mix of fee based and transaction charges, I have 30+ years of experience, one member is a CFP and my son is the newest member at 3 years. We focus on retirement planning and income distribution. Very strong background in working with business owners and their employees.

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