$100MM AUM | $625,000 GDC in Colorado Springs, CO

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity
Location
Colorado Springs, CO, US
Fee 0% Commission 100%
$625,000
Gross Revenue
450
# of Accounts
55
Avg Client Age
Overview

Looking to do the following: acquire or transition smaller financial practices; merge a practice; bring advisors into our already mature practice and help them grow or develop an exit strategy. Office space a possibility. Our footprint is Colorado, WY, NM, UT, KS.
We are comprehensive financial advisors that clear thru an independent broker dealer. Our operation provides a lot of support and leadership to our F/A team, helping them build a strong financial practice with sustainable cash flow. Our practice was started in 1993 with an emphasis in helping small biz owners, military/federal service employees, and DoD contractors.

Has Office Space to Share in Colorado Springs, CO

We own our building in a great zip code. Easy access to military installations, downtown, and the interstate.

Contact to discuss details
 
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