$750 million RIA hybrid with offices in Houston and California. Houston office consists of 3 advisors with over $120 million.
Our team is focused on comprehensive fee based planning first and foremost and our clientele tends to be closely held business owners, energy sector corporate professionals and medical professionals.
We are seeking to primarily acquire practices with more than $20mm in AUM and an average client size greater than $400,000. Allow us to be your exit strategy.
Houston, San Antonio, New Orleans are primary geographic focus.