$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%
Gross Revenue
$200,000
# of Accounts
300
Avg Client Age
60
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.

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