$19MM AUM | $125,000 GDC in Dallas, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Dallas, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$19,000,000.00
Gross Revenue
$125,000.00
# of Accounts
150
Avg Client Age
60
Overview

Find an advisor who is sunsetting. An advisor with 25-30 million AUM. Who has clients that are engaged in financial planning. Their clients have a six figure income and investible assets of $500,000 or better.

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