$6MM AUM | $70,000 GDC in Katy, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Katy, TX, US
Listing Type
Seller | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$70,000.00
# of Accounts
40
Avg Client Age
50
Overview

Small Texas-based investment advisor. Hope to either gain more organic growth of AUM with new clients, or merge with another existing Texas investment advisor.

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