$200MM AUM | $2.1MM GDC in Durango, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
519 days old
General
Location
Durango, CO, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$2,118,241.00
# of Accounts
400
Avg Client Age
60
Overview

I work with a small number of families, acting as their Financial General Contractor. Every client has a customized financial plan which gives them a clear forward looking picture of how they are tracking toward their individual goals.
My team has 2 full time CAs and we also have a junior FA who has been with us for 4 years.
Looking to buy or merge.

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