$90MM AUM | $198,000 GDC in Humble, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Humble, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$198,000.00
# of Accounts
2,500
Avg Client Age
50
Overview

This practice was a prime Ramey organization ELP practice when my partner, Mike Robertson, purchased it. I've been running it (in Humble Texas) since 1/2011. We still have a large number of American Funds accounts, but also utilizing managed money. I am more and more becoming a retirement income specialty firm.

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