$23MM AUM | $210,000 GDC in
Greenwood Village, CO
A predominantly Advisory Fee (managed money) practice with a strong emphasis on Strategic Asset Allocation. Built to be scalable. Over twenty six years experience in the field. I am looking to BUY a successful similarly modeled practice from a seller who values client relationships and integrity. Also will consider a merger of a newer, less experienced advisor looking to add depth to their existing practice ($10M-20M).