$35MM AUM | $200,000 GDC in Castle Pines, CO

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Castle Pines, CO, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
100
Avg Client Age
60
Overview

Hope to grow and increase the value of my practice over the next 5-10 years and develop some additional succession plans as well. Already part of a hybrid RIA with Western Wealth Advisors..

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