$25MM AUM | $250,000 GDC in Lakeway, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Lakeway, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
100
Avg Client Age
55
Overview

Fee Based Financial Planning firm looking to purchase another fee based practice in the Austin, TX area.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...