$15MM AUM | $1.1MM GDC in The Woodlands, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
The Woodlands, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,150,000.00
# of Accounts
150
Avg Client Age
47
Overview

We are a firm focused on financial coaching. Advisory services helping protect clients from the wallstreet bullies and from their own irrational behavior. I hope to identify a firm that fits my existing philosophy to purchase.

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