$110MM AUM | $500,000 GDC in Dallas, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Dallas, TX, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
1,500
Avg Client Age
45
Overview

Interested in potentially acquiring a small practice or entertain the possibility of merging a broker/s into the B/D and RIA to which we are affiliated. After 5 years co-managing and growing an established book, I personally have no equity in my current relationship / practice and although satisfied with most aspects of my current responsibility I would entertain the idea of affiliating with a different organization IF all the right pieces were in place. That option would be a very far reaching possibility.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...