$80MM AUM | $700,000 GDC in Denver, CO

Market
Advisor/RIA
Member Level
Lite
Last Activity
this month
General
Location
Denver, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$700,000.00
# of Accounts
500
Avg Client Age
50
Overview

Holistic Wealth Management firm, looking to acquire book of investment business.

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