$35MM AUM | $220,000 GDC in Colorado Springs, CO

Market
RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
513 days old
General
Location
Colorado Springs, CO, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$220,000.00
# of Accounts
150
Avg Client Age
60
Overview

Looking for partnership opportunities to merge or buy other practices as well as create a plan to sell within 10 years.

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