Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Dallas, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$925,000,000.00
Gross Revenue
$8,800,000.00
# of Accounts
2,670
Avg Client Age
58
Overview

We are a comprehensive financial planning/wealth management firm with approximately $925,000,000 in AUM and are looking to acquire a practice.

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