Overview

We are a part of a Hybrid RIA with LPL Financial (and Schwab), called Intrua Financial. Our headquarters is located in Houston, but we are located in Austin, TX off 360 (5000 Plaza on the Lake). We have approximately $40MIL in AUM, of which 50% is advisory. We have one CFP on staff locally, and a larger operational staff in Houston that handles the majority of paperwork, and answers phones. We are looking for firms to acquire or those that interested in merging with our Austin location.

Last Activity
6 months or more

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