$120MM AUM | $800,000 GDC in Bedford, TX

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Bedford, TX, US
Fee 0% Commission 100%
$800,000
Gross Revenue
620
# of Accounts
51
Avg Client Age
Overview

Hybrid RIA focusing on Financial Planning, Asset and risk management. 80% FP & Asset management fees, remainder brokerage, mutual funds, insurance, annuities & Alternatives. Multi-generational clientele, supported through a service based model. Avg. household over $1 million.

Extended Profile Information

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