$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%
Gross Revenue
$625,000
# of Accounts
450
Avg Client Age
55
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...