Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Profile Age
651 days old
General
Location
Denver, CO, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$400,000.00
# of Accounts
400
Avg Client Age
58
Overview

I run a boutique investment management, financial advisory and financial planning services practice in Denver, CO. We have a mix of managed money, alternatives, insurance and commission based business. We have a long time loyal client base and are adding financial planning clients. We have successfully acquired and integrated 4 books of business in the past 15 years. I am open to acquiring another book of business or possibly a merger if it made sense and offered synergies. I am intrigued by possibly teaming with a CPA or tax services firm.

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