Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 2 months
General
Location
Louisville, CO, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$85,000,000.00
Gross Revenue
$550,000.00
# of Accounts
350
Avg Client Age
55
Overview

A fee-only RIA practice located in Louisville, CO looking to acquire or merge with other fee-only RIA's in the greater Denver/Boulder area.

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