$200MM AUM | $1.8MM GDC in Dallas, TX

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Location
Dallas, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
700
Avg Client Age
60
Overview

Boutique wealth management practice looking to grow through acquisitions.

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