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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Member Since
Oct. 30, 2018

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...