Market
RIA
Member Level
Chalice
Last Activity
today
Profile Age
471 days old
General
Location
Broomfield, CO, US
Profile Type
Seller | Merge
Business Type
Registered Investment Advisor
AUM
$33,000,000.00
Gross Revenue
$250,000.00
# of Accounts
150
Avg Client Age
55
Overview

Looking to merge/partner for eventual sale in the years ahead.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...