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

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
435 days old
General
Listing Type
Buyer
Location
Erie, CO, US
Fee 0% Commission 100%
Gross Revenue
$90,000.00
# 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.

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