$1.8B AUM | $7MM GDC in Greenwood Village, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
379 days old
General
Compatibility
Location
Greenwood Village, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$1,800,000,000.00
Gross Revenue
$7,000,000.00
Overview

We are a Denver based RIA, with advisory business, mutual fund business, and wrap product business. We are looking to acquire smaller RIAs, keep their main infrastructure in place and provide them with key back office support to grow their business.

Business Mix Info

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Mutual Funds

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Variable Annuities

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Insurance Business

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