Overview

Fee based independent financial planning and investment advisory firm with five advisors (including two CFP's) and two admin support . Located in the North Dallas (Addison) area. Interested in acquiring or adding complementary independent practice(s) with AUM of $15,000,000 or less.

Last Activity
within 6 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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