$175MM AUM | $2MM GDC in Greenwood Village, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Greenwood Village, CO, US
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
1,250
Avg Client Age
55
Overview

We are a full service wealth management firm looking to grow our business through acquisition of other books of business. We are also open to merging with businesses looking for a succession plan. We currently have 2 offices in Denver located in Greenwood Village and Lakewood.

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