Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Bellaire, TX, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$100.00
Gross Revenue
$800,000.00
# of Accounts
300
Avg Client Age
50
Overview

Growing, fee-based RIA looking for continuity, merger or acquisition opportunity. If you have a small book of business and want to spend more time servicing clients we might be a good fit. Otherwise, we would contemplate a merger with a larger firm with like-minded partners that offers our clients and good continuity fit.

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