Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Littleton, CO, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$100,000.00
# of Accounts
65
Avg Client Age
60
Overview

Single member RIA firm, which I currently run with my tax practice. I am still in the growth stage so I am looking to acquire a small local book of business. Ideally, I would like to find a single owner RIA between 5,000,000 AUM and 30,000,000 AUM that would be willing to sell their book and transition into retirement.

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