$83MM AUM | $725,000 GDC in Houston, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Houston, TX, US
Fee 0% Commission 100%
Gross Revenue
$725,000
# of Accounts
193
Avg Client Age
60
Overview

Looking to grow the RIA business and find synergies with firms that are looking to partner with a young advisor for the purpose of succession planning or business development.

My team is focused on blending technology with personal service to deliver consistent, high quality investment and planning solutions.

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