$27MM AUM | $201,000 GDC in Boulder, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
379 days old
General
Location
Boulder, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$27,000,000.00
Gross Revenue
$201,000.00
# of Accounts
225
Avg Client Age
54
Overview

I am looking to grow my practice. I have around 30 years left in the industry and would like to leave the area better than when I started. I started in 2011 with EJ door knocking and building the hard way. I left EJ for independence at the beginning of 2017 and have loved it. My practice focuses on holistic planning with an emphasis on high net worth pre-retirement planning and windfall money. I truly care about each and every one of my clients and I believe that they know that. I am also looking to bring on a "junior" advisor in the near-future and looking to help them grow while training them in the proper way to run a fiduciary practice.

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