$140MM AUM | $1MM GDC in San Antonio, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
San Antonio, TX, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000
# of Accounts
1,000
Avg Client Age
60
Overview

95% fee based investment firm. Started in 1992, 140 mil. in assets. Interested in purchasing another firm in San Antonio, TX.

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