$110MM AUM | $810,000 GDC in Denver, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Denver, CO, US
Profile Type
Merge | Find Successor | Buyer
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$810,000.00
# of Accounts
400
Avg Client Age
48
Overview

We provide retirement planning solutions for dental professionals, business owners and executives. We have a senior partner who is transitioning to retirement in the next few years and so there is a great opportunity for succession. We are evaluating other professionals to join our firm as a partner. We are are also looking to add an associate advisor to our practice. The ideal candidate would be a younger advisor with a book of business between $10,000,000 and $25,000,000. If you are interested in either of these opportunities please direct your calls to David Easton, ___-___-____ or by email to ___

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