$60MM AUM | $800,000 GDC in Fort Collins, CO

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Compatibility
Location
Fort Collins, CO, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
80
Avg Client Age
55
Overview

We are a pure asset management firm, looking to partner/succeed with an experience financial adviser/planner. Our growth model is mainly by acquisition, where we provide comprehensive asset management and relationship management through financial planning.

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