Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Houston, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$600,000.00
Gross Revenue
$2,500,000.00
# of Accounts
100
Avg Client Age
50
Overview

Consultant for high net worth wealth managers who want to buy practices utilizing succession plans or merger opportunities.

Business Mix Info

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