Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Fort Collins, CO, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
1,500
Avg Client Age
62
Overview

I am working on building our firm, and hope to do that by continuing to merge, purchase and form strategic partnerships.

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