$340,000 AUM | $2.1MM GDC in Denver, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
491 days old
General
Location
Denver, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$340,000.00
Gross Revenue
$2,100,000.00
# of Accounts
2,000
Avg Client Age
54
Overview

We are wealth advisers primarily focused on serving the needs of successful business owners and professionals in helping them to achieve a work optional lifestyle. I’m hoping to partner up with a younger advisor who is a CFP and purchase another practice scaling the efficiencies we’ve learned over 40 years of combined experience.

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