$90MM AUM | $640,000 GDC in Houston, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Houston, TX, US
Fee 0% Commission 100%
Gross Revenue
$640,000.00
# of Accounts
200
Avg Client Age
62
Overview

I am 40 years old and have been in the business for 18 years. I manage approximately $100,000,000 mostly in fee/managed accounts. I enjoy managing money primarily and build and design all my clients portfolios myself. I have a CFP on staff to help with planning issues and to balance out my practice. I work hard, have access to capital and have experience in acquiring practices.

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