Join or Login for Access

SL advisors Listing
Financial Advisor   

$26MM AUM | $240,000 GDC in Kingwood, TX

Member Level
Premier
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Kingwood, TX, US
12 Month Gross Revenue
$240,000
Number 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.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging