Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Colorado Springs, CO, US
Profile Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$200,000.00
# of Accounts
160
Avg Client Age
60
Overview

Completely sell book of business and retire or Merge with another firm for at least a year prior to sale
The ideal candidate posses a CFP at least 7 years of experience as well and currently located in Colorado or are willing to establish a presence in Colorado at least ¾ of working time.

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