Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
767 days old
General
Location
Greenwood Village, CO, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
300
Avg Client Age
60
Overview

We are a team of advisors looking to grow our practice through practice acquisition and the addition of personnel.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred

Loading...