$50MM AUM | $300,000 GDC in Lone Tree, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Lone Tree, CO, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$300,000.00
# of Accounts
150
Avg Client Age
45
Overview

Full licensed principal operating full service investment office and leading regional late college planning firm. Interested in leveraging college planning and possibly OSJ capabilities via merger or acquisition. Target office must clear through Pershing or NFS.

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