$80MM AUM | $550,000 GDC in Littleton, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Littleton, CO, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
450
Avg Client Age
55
Overview

Would like to find active sellers or advisors looking for a competitive succession package.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...