Join or Login for Access

SL advisors Listing
Financial Advisor   

$85MM AUM | $125,000 GDC in Castle Rock, CO

Member Level
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee


Castle Rock, CO, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


Castle Rock is a woman-owned RIA serving as a fiduciary retirement advisor to qualified plans on a flat dollar fee basis. We do not pursue rollover assets and do not offer wealth management services. We want to acquire qualified plans from advisors that will be impacted by the new DOL fiduciary regulation requirements.


Has Office Space to Share in Castle Rock, CO

I have a desk set up in a common space shared with the part-time marketing director. The common space is about 400 square feet and nicely furnished.

Contact to discuss details
Extended Profile Information

Peer to Peer

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging