$15MM AUM | $225,000 GDC in Arvada, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Arvada, CO, US
Fee 0% Commission 100%
Gross Revenue
$225,000
# of Accounts
250
Avg Client Age
55
Overview

Boutique RIA in western suburbs of Denver, CO. Risk-managed model portfolios seek to grow capital, while avoiding large losses typically associated with long market downturns.

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