$60MM AUM | $300,000 GDC in Denver, CO

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Seller | Merge
Location
Denver, CO, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# of Accounts
200
Avg Client Age
45
Overview

Fee-only RIA with $60m in AUM looking for opportunities to merge with or sell to another local firm with similar investment philosophy. The majority of our revenue is recurring AUM fees with a small portion coming from hourly financial planning.

Extended Profile Information

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