$44MM AUM | $150,000 GDC in Fort Collins, CO

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Fort Collins, CO, US
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
30
Avg Client Age
45
Overview

I recently started my faith and family focused fee-only RIA business (est. July 2016) and would love to merge or connect with other fee-only advisors who may be looking for a successor. I have my CFA designation and I love working with families, doing financial planning, coordinating with CPAs, and all the ins-and-outs of running this business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...