Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Dallas, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$700,000.00
# of Accounts
400
Avg Client Age
50
Overview

We are a successful financial planning business and seek to further our reach by acquiring other successful practices. We are excited about the opportunity to help people. We feel the more clients we have engaged in a financial planning relationship the more people we can help achieve their financial goals.

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