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Financial Advisor   

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

Member Level
Basic
Last Activity
this week

Business Mix:

10% Comm
90% Fee

General

Location
Houston, TX, US
12 Month Gross Revenue
$1,350,000
Number 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.

 
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