$50MM AUM | $450,000 GDC in Austin, TX

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Successor
Location
Austin, TX, US
Fee 0% Commission 100%
Gross Revenue
$450,000
# of Accounts
350
Avg Client Age
50
Overview

We are a RIA providing fee-only financial planning advice and asset management. I'm looking to bring on new clients and grow my practice through practice acquisitions.

Extended Profile Information

Loading...