$87MM AUM | $500,000 GDC in Houston, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Houston, TX, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$87,000,000.00
Gross Revenue
$500,000.00
# of Accounts
400
Avg Client Age
62
Overview

serve middle market 100k-3Mil
Individual stocks- dividend focused

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