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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Member Since
Oct. 3, 2018

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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