$7MM AUM | $60,000 GDC in Centennial, CO

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Centennial, CO, US
Fee 0% Commission 100%
$60,000
Gross Revenue
15
# of Accounts
46
Avg Client Age
Overview

Colorado based fee-only RIA. We are bringing other advisers (CFP's) on board and are looking to build the firm. Investments include mutual funds, ETF's, and managed money. Firm has two other revenue sources with consulting and SMA's.

Extended Profile Information

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