$140MM AUM | $600,000 GDC in Denver, CO

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
638 days old
General
Location
Denver, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$600,000.00
# of Accounts
100
Avg Client Age
55
Overview

We are high net worth focused, 100% fee, RIA located in Denver. We have clients in CO, TX and WY. We are looking to expand our business in those three states via acquisition/merger and organic growth. The best fit would be an advisor/practice with $10-$100mm looking for a firm with a similar mindset in which to entrust their clients.

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