$110MM AUM | $500,000 GDC in Dallas, TX
Member is Interested In:
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.