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Financial Advisor   

$203MM AUM | $1.4MM GDC in Denton, TX

Member Level
Premier
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Denton, TX, US
12 Month Gross Revenue
$1,400,000
Number of Accounts
680
Avg Client Age
62

Overview

Fee only wealth management firm. $200M+ AUM
Would be interested in buying $25M - $100M fee only firm in the Dallas area.

 

Looking for Office Space in Denton, TX

Dallas office space if successful in acquiring a practice. Details would depend on size of the acquisition.

You must sign up or to discuss details.

 

Has Office Space to Share in Denton, TX

We have an option on space next to us but this purchase would likely be to jumpstart a Dallas location. Already have several clients in the Dallas area and a professional employee that lives there

You must sign up or to discuss details.

 
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