$7MM AUM | $65,000 GDC in Fort Collins, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Fort Collins, CO, US
Profile Type
Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$7,000,000.00
Gross Revenue
$65,000.00
# of Accounts
70
Avg Client Age
50
Overview

Succession planning, finding like-minded advisors to consider how we might help each other in the development of our practice.

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