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.
Looking for Office Space in Houston, TX
At least 1500 square feet in Northwest Houston/Cypress or possibly second location in The Woodlands area .