$10MM AUM | $10,000 GDC in Loveland, CO

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Loveland, CO, US
Fee 0% Commission 100%
$10,000
Gross Revenue
95
# of Accounts
60
Avg Client Age
Overview

I am part of a small Financial Planning and Wealth Management office. We are independent, so we can tailor investments to our client's needs. We are completely non-proprietary so have no pressure to use any specific product or company. We pride ourselves in having personal relationships with our clients and taking personal interest in their finances.

My goal is to acquire additional clients from other independent advisors who may be looking to retire or downsize their business.

Extended Profile Information

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