$5MM AUM | $50,000 Rev in
We are a small boutique registered investment advisor spread across the country. We work with our clients on their overall financial and wealth management using financial planning and investment management primarily. We mainly use ETFs however are able to customize portfolio and have one separate portfolio that is all individual stocks.
I am looking to buy a book in the greater Denver area where the clients are all or mostly fee based in order to grow my personal book locally.