Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Houston, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$400,000.00
# of Accounts
400
Avg Client Age
55
Overview

We're a young firm with a new location in Houston, TX and looking for energetic, intelligent advisers, driven by a desire to make the industry and the accepted service model better. We're also interested in advisers looking to sell their business, sell a small part of their business (e.g. 401k plans, C-clients, etc...), or looking to retire and want a more robust retirement plan than a basic transaction based on an oversimplified valuation multiple.

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