$100MM AUM | $2MM GDC in Englewood, CO

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
General
Compatibility
Location
Englewood, CO, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
600
Avg Client Age
62
Overview

We are a firm with 5 offices across the country looking to purchase practices or merge your practice into ours. Looking for like-minded advisors that take a wholistic approach to planning.

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