$14MM AUM | $120,000 GDC in Colorado Springs, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Colorado Springs, CO, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
100
Avg Client Age
65
Overview

Fee-only financial planning and investment management firm hoping to grow by acquiring another similar business model and expanding beyond current location.

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