$48MM AUM | $320,000 GDC in Houston, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Houston, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$320,000.00
# of Accounts
379
Avg Client Age
60
Overview

Mainly looking to acquire a practice that I can merge into my current book of business. Recently, added another support staff to help grow my practice. Also, Open to a merger of practices.

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