$147MM AUM | $1.5MM GDC in Greenwood Village, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Greenwood Village, CO, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$147,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
600
Avg Client Age
65
Overview

Am potentially interested in:

1) Being a successor and finding a successor for similarly oriented firm: relatively passive investment approach, financial planning oriented, and predominantly, if not exclusively, fee based firms.

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