$30MM AUM | $200,000 GDC in El Paso, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
El Paso, TX, US
Fee 0% Commission 100%
$200,000
Gross Revenue
300
# of Accounts
60
Avg Client Age
Overview

With my background at Merrill and Smith Barney, my MBA in Finance and trading experience on the CBOE, CBT and CME, I try to focus on my own managed money platform. However, I have grown my business as an independent via acquisitions, so I understand that you need to provide continuity between what your clients were accustomed to, and very gradually adjust their portfolios and client experience, only if and when necessary.

Extended Profile Information

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