Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Colorado Springs, CO, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$500,000.00
# of Accounts
250
Avg Client Age
55
Overview

We are a firm that is relatively small but have a strong client base of financial planning clients, with a majority of assets in fee based. We are looking for firms that are single owner that are looking to partner up and then transition to retirement. We will only consider the right fit.

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