$156MM AUM in Katy, TX

Market
RIA
Member Level
Lite
Last Activity
this week
General
Location
Katy, TX, US
Profile Type
Merge | Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$156,900,000.00
# of Accounts
576
Avg Client Age
55
Overview

Fee only planning and investment advisory practice in Katy, TX looking to either acquire the right practice(s) or merge with a smaller or similar sized firm where the owner(s) are looking to be part of a bigger combined firm or have mutual succession plans.

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