$75MM AUM | $700,000 Rev in
Sugar Land, TX
We are a Registered Investment Advisor (RIA) and are 100% fee based. We have been in business since 2001 and are looking to grow via acquisition. We have excellent office infrastructure (including a fantastic and very personable office staff) and plenty of capacity to assist with a transition. The firm has 2 partners - one located in Sugar Land, TX, while the second is in Boerne, TX. Both partners have more than 20 years' experience and we have a CFP(r) on staff.