$160MM AUM | $1.4MM GDC in Houston, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Houston, TX, US
Fee 0% Commission 100%
Gross Revenue
$1,350,000
# of Accounts
200
Avg Client Age
60
Overview

We serve as Family-CFO to a limited number of successful families, including business owners and corporate executives. We are interested in purchasing a practice or serving as OSJ for an independent practice. We are a hybrid, so welcome both RRs and RIAs.

Extended Profile Information

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