$73MM AUM | $875,000 GDC in Denver, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Denver, CO, US
Fee 0% Commission 100%
Gross Revenue
$875,000.00
# of Accounts
900
Avg Client Age
59
Overview

I currently have 3 licensed associates and I am looking to expand into Castle Rock, Colorado Springs, and Fort Collins CO. I have transitioned a book of business before and have systems and team to accomplish any size of transition. I only provide managed accounts.

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