Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Centennial, CO, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$450,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
1,700
Avg Client Age
57
Overview

Our mix of business is 60% institutional and 40% individual. Our focus is on money management. We would like to grow our wealth management business by attracting advisors to join our practice. We offer advisors that join our ADV, compliance, back office, best practices, tech support and freedom to service clients in with their best interests. We are looking for advisors nationwide. We have offices in 5 states currently. We pass-through only our hard cost to you of $5,000 annually for a lot of services. This is a TAMP structure without the costs. We are looking for individuals to grow with us in a team environment but you keep your entity as you desire. Our staff of 12 is here to help you. We have an outstanding performance track record and have 5 portfolio managers of which 2 are CFAs.

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