$1,500MM AUM in San Antonio, TX

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Continuity
Location
San Antonio, TX, US
Fee 0% Commission 100%
800
# of Accounts
50
Avg Client Age
Overview

We are an RIA with AUM of $1.5 billion looking to grow our business thru acquisitions or mergers. Offices in Austin, Corpus Christi ,Houston, San Antonio and Dallas. Looking to add a junior portfolio manager with a book of business in our San Antonio office. We use TDAmeritrade and Schwab.

Extended Profile Information

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