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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Houston, TX, US
Fee 0% Commission 100%
$1,600,000
Gross Revenue
800
# of Accounts
55
Avg Client Age
Overview

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 .

Contact to discuss details
 
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