Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Lakewood, CO, US
Profile Type
Seller | Merge | Find Successor
Fee 0% Commission 100%
AUM
$47,000,000.00
Gross Revenue
$385.00
# of Accounts
234
Avg Client Age
60
Overview

Evaluate strategic alternatives ranging from sale, merger, to succession plan.

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