$155MM AUM | $1.6MM GDC in Loveland, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Loveland, CO, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# of Accounts
500
Avg Client Age
58
Overview

I have been an advisor for 18 years and I'm still passionately dedicated to serving clients, building my team, and growing organically and through acquisitions and serving as a succession solution. Let's talk to see if there is an opportunity for us to work together to help you grow faster, take more time off, and enjoy the business more!

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