Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
106 days old
General
Location
Fort Collins, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$80,000.00
# of Accounts
24
Avg Client Age
65
Overview

After leaving Goldman Sachs in 2009 I started my own RIA firm. I am looking to buy small RIA firms to provide better continuity. I rarely see my clients in person. We email regularly and phone when desired/necessary. My clients are spread out across the country. My current clients are high net worth.

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