Overview

Texas Based RIA growing firm, looking to continue expanding. Have ready capital for purchasing a firm up to $1.0M Gross. Primarily, focused on fee only firms with minimal commission based sales (401k/Insurance is good). We are a full service Wealth Management firm with an Attorney on staff. We have 3 core values: Communication, Transparency and Service Before Self.

Last Activity
6 months or more

Business Data

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Resources
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