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Financial Advisor   

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

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Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee


Denton, TX, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


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.

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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

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