$130MM AUM | $1.1MM GDC in Addison, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Addison, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
350
Avg Client Age
55
Overview

We are an established and growing firm of credentialed and team-oriented advisors. Our intent is not to become a large group, rather remain a boutique firm with strong dedication to quality, client service, and client satisfaction. Part of our growth strategy is entails acquiring the right practice with a focus on long-term success.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...