$14MM AUM | $137,256 GDC in Austin, TX

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Austin, TX, US
Fee 0% Commission 100%
$137,256
Gross Revenue
68
# of Accounts
50
Avg Client Age
Overview

I manage a small but very relationship based book of business where I provide full service financial advising for my clients. I am interested in growing my practice through referrals and curious as to the opportunities to work with other advisors who have also build very personal books of business.

Extended Profile Information

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