Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
General
Location
Centennial, CO, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$51,000,000.00
Gross Revenue
$340,000.00
# of Accounts
183
Avg Client Age
50
Overview

Colorado based fee-only RIA registered in Colorado and Massachusetts. We have two senior partners and have grown from $7mm to over $51 mm in the last 2 years. We are looking to bring on rock star advisors or acquire retiring advisors. While we use ETF's and mutual funds, we also have in-house proprietary money management for individual stocks. The Chief Investment Officer was previously a portfolio manager at Invesco Funds Group. The President of FIT Wealth is a CFP.

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