Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Shreveport, LA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
2,500
Avg Client Age
58
Overview

TFG Financial is interested in acquiring small boutique investment firms with AUM to expand our foot print to a more regional presence. Tim FitzGerald, MSFS, AEP

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