$60MM AUM | $350,000 GDC in Denver, CO

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
314 days old
General
Location
Denver, CO, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
900
Avg Client Age
49
Overview

We are a rapidly growing boutique financial planning firm. We're primarily fee-based (but for some commissionable product solutions) with a strong emphasis on comprehensive financial-planning with behavioral psychology tools and resources.

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