Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Cetennial, CO, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$105,000,000.00
Gross Revenue
$900,000.00
# of Accounts
500
Avg Client Age
60
Overview

We are a father and son team looking to grow our business through additional acquisitions over the next year. We believe we provide a unique value proposition being that the acquired clients get the mid 60's advisor and the built in long term succession plan with the son. This insures that the clients will not need to endure a future transition down the road.

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