$30MM AUM | $200,000 GDC in Frisco, TX

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Frisco, TX, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
2,000
Avg Client Age
62
Overview

Established in 2004, We are both an insurance shop and own a RIA Total assets under management are approximatly $30 million AUM and $120 million in annuities. We have three advisors, w/ CFP, CPA and ChFC and 6 staff members. Our primary location is in Frisco with sub offices in Richardson, Grapevine/Southlake, Arlington, and Ft. Worth

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