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Financial Advisor   

$3MM AUM | $48,000 GDC in Centennial, CO

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Centennial, CO, US
12 Month Gross Revenue
$48,000
Number of Accounts
10
Avg Client Age
46

Overview

Colorado based RIA. We have an internally managed long-only small and mid-cap fund and is now looking to expand its offerings. We are looking to address 100% of a clients needs rather than 20%.
The CEO has more than 22 years of experience in the finance industry working for Invesco Funds Group and Co-Biz Wealth.

 
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