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Financial Advisor   

$170MM AUM | $1.6MM GDC in Houston, TX

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Last Activity
this month

Business Mix:

10% Comm
90% Fee


Houston, TX, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


We have 3 parnters in our firm. I own 44%, one of the other partners who is my father owns 46% and we have a full time CFP(r) who owns 10%.
We are growing at a very good pace and would like to purchase some other firms that we believe bring value to their clients. We use Redtail as our CRM and eMoney planning software with all our clients. We use SEI, Rochdale, and Clark Capital, FTJ for many of our accounts.


Has Office Space to Share in Houston, TX

Our total space is about 2,500-3,000 sq. ft. About 500 is available to be rented with access to conference room based on availability of the other tenants.

Contact to discuss details
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