$180MM AUM | $1.2MM GDC in Denver, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Denver, CO, US
Fee 0% Commission 100%
Gross Revenue
$1,250,000.00
# of Accounts
4,000
Avg Client Age
65
Overview

We are a family-owned, comprehensive financial planning firm with offices in Sterling, Co and Denver, Co. Having gone to school at the University of San Diego, I would like to buy a practice in or around San Diego. My wife and I intend to split our time between Denver and San Diego.

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