Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
650 days old
General
Location
Glendale, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$950,000.00
# of Accounts
100
Avg Client Age
55
Overview

I am a CFA Charterholder that has been in the investment management and financial planning business since 1997. Over the past several years, I've changed my business focus from primarily investments to comprehensive planning. Last year I passed the CFP exam, and one area of emphasis is estate planning. My partners are a CPA who has been in the tax and estate planning business for 35 years, and another CFA Charterholder who focuses on portfolio management.

Although I have joined their RIA, I need to have my own client base and I am interested in a buying an adviser's book of business as they are transitioning into retirement or simply out of the business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...