$100MM AUM | $250,000 GDC in Centennial, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Centennial, CO, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
110
Avg Client Age
42
Overview

Independent RIA Wealth Management Firm with Retirement Plan Division is looking to merge/partner or acquire other practices. Our goal is to leverage our strengths with yours to continue to grow. You can retain client relationships while working with our retirement plan specialists.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...