$12MM AUM | $90,000 GDC in Erie, CO

Market
Advisor
Member Level
Basic
Last Activity
this week
Listing Age
379 days old
General
Listing Type
Buyer
Location
Erie, CO, US
Fee 0% Commission 100%
Gross Revenue
$90,000
# of Accounts
85
Avg Client Age
42
Overview

We are a startup independent RIA founded by former Air Force pilots interested in acquisition opportunities. We are seeking a practice that matches our financial planning, investment, client service, and risk management philosophies. We would like to acquire book with AUM between 10 and 25mm.

Extended Profile Information

Loading...