$47MM AUM | $385 GDC in Lakewood, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Lakewood, CO, US
Listing Type
Seller | Merge | Find Successor
Fee 0% Commission 100%
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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