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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Greenwood Village, CO, US
Fee 0% Commission 100%
Gross Revenue
$240,000
# 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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