Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
836 days old
General
Location
Durango, CO, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
1,200
Avg Client Age
64
Overview

Well established Comprehensive Financial and Retirement Planning firm with locations in Round Rock, TX and Durango , CO. Looking to expand through acquisitions and/or mergers.
Superior service model and Asset Management based on Principal Preservation and real Risk Management.

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