$33MM AUM | $350,000 GDC in Kingwood, TX

Market
RIA
Member Level
Premier
Last Activity
this week
General
Location
Kingwood, TX, US
Profile Type
Buyer | Merge | Join A Practice
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$33,000,000.00
Gross Revenue
$350,000.00
# of Accounts
39
Avg Client Age
51
Overview

Having successfully grown and managed a $285M AUM practice as COO; I am now building my own practice and looking for opportunities to step in as a buyer or successor for someone looking to monetize all or a portion of their practice. I run a very robust fiduciary investment process, and as a CFP surround my large clients with comprehensive planning. I transformed the prior firm from a reactionary practice to a well run systematized machine, freeing up the owners time. I also spearheaded the firms conversion of legacy positions, quadrupling fee based AUM from $58M to over $200M. Prior experience was in corporate finance and M&A, with a specialty in helping privately held business owners manage their own transitions from their businesses. Since joining the private wealth side I have advised my clients on $178M in private business transactions.

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