Market
RIA
Member Level
Chalice
Last Activity
this week
Profile Age
219 days old
General
Location
Boulder, CO, US
Profile Type
Merge | Find Successor
Business Type
Registered Investment Advisor
AUM
$400,000,000.00
Gross Revenue
$2,350,000.00
# of Accounts
600
Avg Client Age
62
Overview

We are working on succession planning and are seeking to expand our next generation leadership. We are searching for exceptional advisors/managers to join or merge with our current team in order to continue, if not accelerate, the growth and success of our firm. We expect to share equity to attract talent (and possibly investors).

We are a highly respected fee-only financial advisory firm in Boulder, CO with a strong 20-year track record. We manage about $400 million in assets and have grown at an average rate in excess of 15% a year. We provide (DFA-style) portfolio management, rigorous financial planning and sophisticated impact investing strategies (in both public and private markets). We are both business and community leaders, and we are a Certified B Corp (a designation for being a socially responsible business).

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