$15MM AUM | $300,000 GDC in Highlands Ranch, CO

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Highlands Ranch, CO, US
Fee 0% Commission 100%
$300,000
Gross Revenue
60
# of Accounts
60
Avg Client Age
Overview

I am the succession plan for my father-in-law. I am looking to grow my own book through being the succession plan for other advisors. Looking to buy a practice. I belief the markets are efficient and I don't stock pick, market time or track record invest. I follow modern portfolio theory and the 3 factor model as the basis for my managed money.

Extended Profile Information

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