$16MM AUM | $400,000 GDC In Littleton, CO

from Succession Link · host Succession Link

PRACTICE FOR SALE: $16MM AUM | $400,000 GDC In Littleton, CO View this Listing: https://successionlink.com/advisors/21489/ Very loyal book of business, health conditions reason for sale. Clients in several different states incl. a big piece (25-30%) in FL. Looking for a buyer who is relationship driven. Good opportunity for the right person as the clients are extremely loyal. Looking to sell not merge.

Episode metadata supplied by the publisher feed · Published Aug 14, 2017

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$16MM AUM | $400,000 GDC In Littleton, CO

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