Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
713 days old
General
Location
Denver, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$180,000.00
# of Accounts
78
Avg Client Age
60
Overview

Comprehensive practice. Succession Planning in place. Looking to acquire like minded practice. JD, CFP.

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