$80MM AUM | $815,000 GDC in Colorado Springs, CO

Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks
General
Location
Colorado Springs, CO, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$815,000.00
# of Accounts
500
Avg Client Age
57
Overview

We are an independent, financial wealth advisory firm rooted in 26 years of success. Our firm helps middle class America with their wealth planning, creation, management, and transitioning that wealth to future generations. A large number of our clients have served in the the US Military and/or are now working within the national defense establishment. We also serve state/county/city employees and small business owners. The senior management team is looking to bring on younger advisors that want to learn and work in an established practice. Based on meshing with the culture and performance, there is a pathway to future ownership. For the right relationship and economics, we would consider a merger or combining forces with an equally strong firm/team.

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