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Financial Advisor   

$30MM AUM | $240,000 GDC in Greenwood Village, CO

Member Level
Basic
Last Activity
within 2 months

Business Mix:

10% Comm
90% Fee

General

Location
Greenwood Village, CO, US
12 Month Gross Revenue
$240,000
Number of Accounts
50
Avg Client Age
52

Overview

I've been licensed for seven years, have approximately $30M in AUM and $230k+ in GDC, and hold the CFP designation. Have very scalable, low cost, largely fee based practice using stocks and bonds. Would like to have conversations with those, regardless of practice size, looking to implement a succession plan for their practice in the next 3-5 years.

 
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