$90MM AUM | $750,000 GDC in Weatherford, TX

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession
Location
Weatherford, TX, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
1,058
Avg Client Age
65
Overview

Our business is very consultative. Most of our clients have a full comprehensive plan in place. Our primary client base is retirees, business owners, and people going through divorce. I am interested in acquiring a small, local firm that we can either merge into our existing office or have a satellite office close by.
We are also looking for a licensed advisor to assist on existing clients and possibly bring in new clients

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