$40MM AUM | $360,000 GDC in Stephenville, TX

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Stephenville, TX, US
Fee 0% Commission 100%
Gross Revenue
$360,000.00
# of Accounts
400
Avg Client Age
57
Overview

General Practice firm looking to expand via acquisition/merger/succession planning.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...