$1.5B AUM in San Antonio, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
San Antonio, TX, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$1,500,000,000.00
# of Accounts
800
Avg Client Age
50
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.

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