$30MM AUM | $200,000 GDC in Colorado Springs, CO

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Seller | Succession
Location
Colorado Springs, CO, US
Fee 0% Commission 100%
$200,000
Gross Revenue
160
# of Accounts
60
Avg Client Age
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.

Extended Profile Information

Loading...