$40MM AUM | $240,000 GDC in Greenwood Village, CO

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
Listing Age
74 days old
General
Listing Type
Buyer | Merge
Location
Greenwood Village, CO, US
Fee 0% Commission 100%
Gross Revenue
$240,000
# of Accounts
40
Avg Client Age
60
Overview

Looking to acquire or merge a practice where the values and goals of the firm are aligned with ours. Preferably the firm is based in Colorado as we are.

Our firm works in all areas of planning to include: Business planning- 401K, Cash Balance Pension Plans, Buy-Sell Insurance Planning, Purchases and Sales of Businesses, Employee Benefits- Health , Life , Disability , LTC .

Additionally we provide individual financial plans with accompanying asset management and insurance planning as needed for our clients.

Extended Profile Information

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