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SL advisors Listing
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.

Contact to discuss details
 
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