$9.5MM AUM | $120,000 GDC in Greenwood Village, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Greenwood Village, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
20
Avg Client Age
58
Overview

I'm seeking to buy a book of business that is primarily fee based advisory with an average account balance no less than $100k. I had three times my current AUM with my previous firm and can handle a significant amount of increased workload since I have a personal assistant. Ideally, the advisor selling his or her book has a phenomenal relationship with clients and is seeking to hand over the baton to a like minded advisor. I'm an advisor of 8 years in the industry and I'm looking to make lifelong connections with clients.

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