$140MM AUM | $1MM GDC in Colorado Springs, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Colorado Springs, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

I am looking to acquire practices that are a good fit. I am a CFP Practitioner(tm) and a CFA Charterholder. We focus on taking care of our clients and building relationships that last through multiple generations. If, as a seller, you want to make sure your clients are in good hands and you depart the business please contact us to talk further.

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