Overview

We are a fee-only RIA practice with AUM of $250mm and a successful 28 year history. We are looking for acquisition or merger opportunities in the Rocky Mountain region to expand our geographic footprint from Colorado Springs along the Front range. Our goal is to be introduced to firms that are looking for similar opportunities that meet our goals and to begin the process of evaluating the culture and potential fit for future discussions.

Market
RIA
Member Level
Premier
Last Activity
2 weeks

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