$65MM AUM | $550,000 GDC in Coppell, TX

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Coppell, TX, US
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
270
Avg Client Age
54
Overview

We are an independent RIA firm located in the Dallas-Fort Worth Metroplex that was established in 2008 and am interested in growing our business through acquisition. I am interested in talking with other independent RIA's who have at least $15M of AUM and are looking for a succession plan.

We currently have custodial relationships at Charles Schwab and TD Ameritrade, and our team is very client centric and responsive.

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