$415MM AUM | $4.4MM GDC in Fort Worth, TX

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Fort Worth, TX, US
Fee 0% Commission 100%
Gross Revenue
$4,435,127.00
# of Accounts
1,127
Avg Client Age
55
Overview

We hope to find a successful fit to open an office in Dallas. We have been in Fort Worth since 1977 and have many Dallas clients already.

We manage all accounts in house and employee 5 CPAs to offer full tax and accounting services as well. We have 3 CFPs and provide comprehensive financial planning to all clients.

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