$165MM AUM | $1.3MM GDC in Colorado Springs, CO

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
Listing Age
277 days old
General
Location
Colorado Springs, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,300,000.00
# of Accounts
650
Avg Client Age
65
Overview

I’m a discretionary portfolio manager that runs 4-5 of my own equity model portfolios. Looking to continually grow my practice organically, as well as combining an existing practice into mine.

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