$30MM AUM | $240,000 GDC in Greenwood Village, CO
Member is Interested In:
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.