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SL advisors Listing
Financial Advisor   

$90MM AUM | $625,000 GDC in Colorado Springs, CO

Member Level
Basic
Last Activity
today

Business Mix:

33% Comm
67% Fee

General

Location
Colorado Springs, CO, US
12 Month Gross Revenue
$625,000
Number 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

 

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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