Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
355 days old
General
Location
Greenwood Village, CO, US
Profile Type
Buyer | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
150
Avg Client Age
35
Overview

Looking to potentially buy or join a practice. 5 years experience. Heavier on the Insurance due to clientele but growing my investment business. Younger clientele but many clients are High Earners not Rich yet. Average client is between 35-50 with a min joint income or solo income exceeding 200k+, most clients are C suite and owners, live in Colorado with kids.

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