$10MM AUM | $75,000 GDC in Greenwood Village, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
417 days old
General
Location
Greenwood Village, CO, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$75,000.00
# of Accounts
60
Avg Client Age
45
Overview

Hello Advisor Community. I am younger CFP(R) who is looking to grow my practice over the next 12-24 months by purchasing or merging with another Advisory firm in the Colorado Front Range Area. I will apply for financing as the conversation advances. I am currently a Fee Only practice though I am open to expanding that to commissions. I have been in this industry for about 11 years. I provide my clients disciplined investment portfolios built around a custom financial plan. If you are looking to sell your practice to someone who will have your clients best interest, please reach out to start a conversation. I would love to start a conversation with someone who is interested in MERGING or SELLING their practice.

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