$65MM AUM | $260,000 GDC in Denver, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
171 days old
General
Compatibility
Location
Denver, CO, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$260,000.00
# of Accounts
350
Avg Client Age
57
Overview

Looking to possibly merge with one or two other advisors to increase payout ratio to 90-92%. Open to purchasing book of business from retiring advisor, but prefer transition period that would involve that advisor.

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