$11MM AUM | $50,000 GDC in Fort Collins, CO

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Fort Collins, CO, US
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
250
Avg Client Age
40
Overview

Small, but growing Asset Base. Licensed (7 and 66) since 2004. Have gone independent, and am regrowing asset base. Currently looking for succession opportunities in a group with strong ethics and fundamental approach to behavioral investing for clients.

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