$650MM AUM | $6.2MM GDC in Westminster, CO

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Westminster, CO, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$650,000,000.00
Gross Revenue
$6,250,000.00
# of Accounts
3,500
Avg Client Age
56
Overview

Looking to buy books of business or a possible merger, we currently have a staff of 21 professionals and are looking to further expand our book of business through continuity planning and acquisition of practices.

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