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Financial Advisor

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

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Denver, CO, US
12 Month Gross Revenue
$300,000
Number 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.

 
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