$37MM AUM | $190,000 GDC in Houston, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Succession
Location
Houston, TX, US
Fee 0% Commission 100%
Gross Revenue
$190,000.00
# of Accounts
150
Avg Client Age
65
Overview

Fee-only investment advisor providing comprehensive financial planning and investment management focused on passive investing, index funds, ETFs, and mutual funds. Looking for small practice to purchase.

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