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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Castle Pines, CO, US
Fee 0% Commission 100%
$200,000
Gross Revenue
100
# of Accounts
60
Avg Client Age
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..

Extended Profile Information

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