$70MM AUM | $850,000 GDC in Lakewood, CO

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Lakewood, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$850,000.00
# of Accounts
1,500
Avg Client Age
55
Overview

Financial Planning and Investment Advisory and Insurance Brokerage business looking to grow.

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