$54,000 AUM | $500,000 GDC in Centennial, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Centennial, CO, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
1,555
Avg Client Age
50
Overview

We are small producing TPA that specializes in qualified plans, business owner planning and employee benefits.
We use Schwab Institutional, Lincoln, John Hancock and Trust Company of America as platforms.

We are searching for other advisors that enjoy and have extensive experience in qualified plans and want to pursue working with business and practice owners. We are very focused and specialized. A general wealth or investment focus is not a good fit. If there is a fit, we would entertain partnering up or transitioning in an advisor.

Gary
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