Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Denver, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$189,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
250
Avg Client Age
60
Overview

190M Denver Colo based fee-only RIA practice integrated within a larger CPA firm looking to grow through acquisition. Practice is primarily composed of HNW clients who are retired or divorced and are dependent upon portfolios for income, capital preservation and growth to keep pace with inflation.

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