$125MM AUM | $815,000 GDC in Richardson, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Richardson, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$815,000.00
# of Accounts
150
Avg Client Age
48
Overview

We’ve designed a highly effective, powerfully personal approach to managing wealth.

At Consilium we provide concierge financial planning, personal wealth management, and innovative family wealth stewardship advice – customized for each client.

Our unique background as institutional money managers and family office advisors affords clients the opportunity for superior results and highly personalized service

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We are contemplating advisor acquisitions and partnerships. We are not interested in selling.

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