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.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Variable Annuities

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Resources
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