$80MM AUM | $700,000 GDC in Plano, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Plano, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$700,000.00
# of Accounts
300
Avg Client Age
55
Overview

I am interested in acquisition/merger opportunities with older reps leaving the business. We have successfully acquired three practices in 2016 and are interested in additional opportunities.

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