$50MM AUM | $375,000 GDC in Denver, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
585 days old
General
Location
Denver, CO, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$375,000.00
# of Accounts
175
Avg Client Age
55
Overview

I am looking for the opportunity to buy or join a practice. I used to be a wholesaler and now I am looking to sit on the other side of the desk. I am willing to work hard, understand how to build relationships with people and have a willingness to learn. I know it is going to be a big change going to the advisor side but see it as a natural progression of my career. I look forward to hearing from you and having a cup of coffee to learn more about your practice.

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