Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Friendswood, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$8,000,000.00
Gross Revenue
$675,000.00
# of Accounts
570
Avg Client Age
63
Overview

Own a tax firm which allows us to market to tax clients on a favorable basis reducing our marketing cost while providing our clients with more comprehensive planning and strategies to reduce there taxes. Goal would be to add additional assets under managegment and create a more scalable practice.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...