$200MM AUM | $1MM GDC in Austin, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Austin, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
200
Avg Client Age
65
Overview

25 year old boutique financial planning and wealth management firm. Looking to grow business through acquisitions..

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