Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Dallas, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$62,000,000.00
Gross Revenue
$500,000.00
# of Accounts
300
Avg Client Age
55
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.

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