Overview

For over 25 years we have been working with families and business in Northern Colorado. Our office is located in Fort Collins, CO and we currently have 4 advisors and 3 support staff.

We are interested in bring on existing advisors looking to grow their business and/or buying books from advisors looking to exit the business. We have experience both purchasing books as well as transitioning advisors to our firm.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,368 days old

Business Data

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