$60MM AUM | $500,000 GDC in Fort Worth, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Fort Worth, TX, US
Fee 0% Commission 100%
$500,000
Gross Revenue
260
# of Accounts
55
Avg Client Age
Overview

I am currently a sole practitioner with a CFP and CPA license looking to grow my practice of 10+years through successful transitions for advisors looking to exit the business. I have already been a part of 2 small transitions that have gone very well.

Extended Profile Information

Loading...