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

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Castle Rock, CO, US
Fee 0% Commission 100%
Gross Revenue
$125,000
# of Accounts
10
Avg Client Age
45
Overview

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.

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