$40MM AUM | $250,000 GDC in Flower Mound, TX

Market
Advisor/RIA
Member Level
Lite
Last Activity
this week
General
Location
Flower Mound, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$250,000.00
Avg Client Age
50
Overview

Full service financial advisor practice. We help those, who want to help themselves, financially. Looking to acquire a practice(s) that has a loyal customer base. We wish to make this a smooth transition not only for the practice, but the clients as well. We are not looking to undo what has already been started for the clients, rather we would continue the work that was started so they can achieve their goals. Willing to meet and discuss additional options as well. Practices under $50 million AUM, ideal. Willing to look at higher under right circumstances. Please inquire if intrigued, and we can have a conversation.

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