$250MM AUM | $3.6MM GDC in San Antonio, TX

Market
Advisor/RIA
Member Level
Lite
Last Activity
6 months or more
General
Compatibility
Location
San Antonio, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$3,600,000.00
# of Accounts
1,100
Avg Client Age
60
Overview

We are a full service FINRA Broker Dealer, Registered Investment Advisor, and Texas General Lines Insurance Agency. We have representatives in California, Nevada, Texas and Florida. We are interested in acquisitions that would broaden our footprint in these locations.

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