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 in our area 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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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