$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%
$1,600,000
Gross Revenue
500
# of Accounts
58
Avg Client Age
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!

Extended Profile Information

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