$30MM AUM | $200,000 GDC in Austin, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Austin, TX, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
14
Avg Client Age
40
Overview

Individual and Institutional portfolio management and financial planning. I am a CFA, CFP, and CPA. My goal is to take care of clients and ensure a seamless transition. Please take a look at my website.

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