$45MM AUM | $518,000 GDC in Austin, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Austin, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$518,000.00
# of Accounts
116
Avg Client Age
55
Overview

I am a Managing Director with Ameriprise Financial in Austin, TX. Over 85% fee based with 40mm AUM, Most are discretionary fee based accounts. Average age of clients is 63. Long term practice (inception 1959) handed down from father in 2001. 3rd generation portfolio manager and wealth advisor. Portfolio strategy centers around ETF based Core/Satellite models. Single advisor with dedicated full-time registered assistant. Advice driven practice with foundational or advanced financial planning. Seeking opportunties with advisors that want to sell or merge practices through succession.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...